Stifel Financial Corp.
Industry: Investment banking company
DescriptionStifel Financial Corp. is American multinational independent investment bank and financial services company created under its present name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. CEO: Ronald J Kruszewski (Sep 1997–) Revenue: 2.2 billion USD (2014) Headquarters: St. Louis, Missouri, United States Subsidiaries: Keefe, Bruyette & Woods, Inc., Eaton Partners,
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Stifel Financial Corp. Employees
Employee
Years
Job
Industry
Jesse Laux Jesse Laux's Stifel Financial Corp. Experience September 2014 - December 2014
Job Student at Northwestern University
Industry
Experience
Genscape, Inc. June 2015 - August 2015
Stifel Financial Corp. September 2014 - December 2014
RCP Advisors April 2014 - June 2014
Bluemound Asset Management, LLC July 2013 - September 2013
Pavlic Investment Advisors Inc. June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel
Education
Northwestern University 2012 — 2016
Economics, Business Institutions
Genscape, Inc. June 2015 - August 2015
Stifel Financial Corp. September 2014 - December 2014
RCP Advisors April 2014 - June 2014
Bluemound Asset Management, LLC July 2013 - September 2013
Pavlic Investment Advisors Inc. June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel
Education
Northwestern University 2012 — 2016
Economics, Business Institutions
Mark Webster Mark Webster's Stifel Financial Corp. Experience August 2014 - Present
Job Analyst Investment Product Platform Development at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. September 2013 - August 2014
Stifel Financial Corp. June 2012 - September 2013
Skills
Financial Analysis, Finance, Forecasting, Customer Service, Sales, Econometrics, Analysis, Marketing, Microsoft Excel, Microsoft Office, Team Leadership, SAS programming, SAP, Leadership, Eviews, Market Research, Data Analysis, PowerPoint, Project Management, Platform Development, Investment Advisory..., Investment Strategies, Investments
Education
Southern Illinois University, Edwardsville 2012 — 2014
Master of Science (M.S.), Economics and Finance, Applied Economics
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
O'Fallon Township Highschool 2000 — 2004
High School
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. September 2013 - August 2014
Stifel Financial Corp. June 2012 - September 2013
Skills
Financial Analysis, Finance, Forecasting, Customer Service, Sales, Econometrics, Analysis, Marketing, Microsoft Excel, Microsoft Office, Team Leadership, SAS programming, SAP, Leadership, Eviews, Market Research, Data Analysis, PowerPoint, Project Management, Platform Development, Investment Advisory..., Investment Strategies, Investments
Education
Southern Illinois University, Edwardsville 2012 — 2014
Master of Science (M.S.), Economics and Finance, Applied Economics
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
O'Fallon Township Highschool 2000 — 2004
High School
Tom May Tom May's Stifel Financial Corp. Experience October 2011 - May 2014
Job Finance and Accounting Analyst at Mina Group
Industry Hospitality
Experience
Mina Group September 2015 - Present
Mina Group May 2014 - September 2015
Stifel Financial Corp. October 2011 - May 2014
Ozumo Restaurant Ventures May 2010 - June 2011
Campus Academic Resource Program March 2010 - May 2011
Skills
Financial Analysis, Accounting, Data Analysis, Fund Accounting, Partnership Accounting, Business Valuation, Cash Flow, Investments, Fund Of Funds, Comparative Analysis, Microsoft Excel, Analysis, Cash Flow Management, Private Equity, Private Equity/Venture..., Hospitality Finance, New Restaurant Openings, Restaurants
Education
San Francisco State University 2007 — 2011
Bachelor of Science, Business Administration; Accounting, Minor in Economics
Mina Group September 2015 - Present
Mina Group May 2014 - September 2015
Stifel Financial Corp. October 2011 - May 2014
Ozumo Restaurant Ventures May 2010 - June 2011
Campus Academic Resource Program March 2010 - May 2011
Skills
Financial Analysis, Accounting, Data Analysis, Fund Accounting, Partnership Accounting, Business Valuation, Cash Flow, Investments, Fund Of Funds, Comparative Analysis, Microsoft Excel, Analysis, Cash Flow Management, Private Equity, Private Equity/Venture..., Hospitality Finance, New Restaurant Openings, Restaurants
Education
San Francisco State University 2007 — 2011
Bachelor of Science, Business Administration; Accounting, Minor in Economics
Sarah Franey's Stifel Financial Corp. Experience September 2009 - May 2014
Job FINRA Licensing Specialist at Scottrade
Industry Financial Services
Experience
Scottrade June 2014 - Present
Stifel Financial Corp. September 2009 - May 2014
First Clover Leaf Bank October 2008 - September 2009
Partners Bank February 2007 - October 2008
Thayer Aerospace August 2006 - January 2007
U.S. Bank April 2003 - August 2006
Skills
Corporate Finance, Investment Advisory, Banking, Mergers & Acquisitions, Financial Services, Finance, FINRA, Microsoft Excel, Credit, Loans, Spreadsheets, Relationship Management, Account Reconciliation
Education
Southern Illinois University, Edwardsville 2001 — 2004
Bachelor of Science (B.S.), Business Finance
Montgomery College 1999 — 2001
Scottrade June 2014 - Present
Stifel Financial Corp. September 2009 - May 2014
First Clover Leaf Bank October 2008 - September 2009
Partners Bank February 2007 - October 2008
Thayer Aerospace August 2006 - January 2007
U.S. Bank April 2003 - August 2006
Skills
Corporate Finance, Investment Advisory, Banking, Mergers & Acquisitions, Financial Services, Finance, FINRA, Microsoft Excel, Credit, Loans, Spreadsheets, Relationship Management, Account Reconciliation
Education
Southern Illinois University, Edwardsville 2001 — 2004
Bachelor of Science (B.S.), Business Finance
Montgomery College 1999 — 2001
Brent Newton Brent Newton's Stifel Financial Corp. Experience July 2014 - September 2014
Job 2014 Rutgers Business School Graduate, The State University of New JerseyNew Brunswick
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Tangoe May 2012 - August 2012
Tangoe May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Investment Portfolio, Microsoft Word, Research, Teamwork, HTML, Access, Telecommunications..., Portfolio Management
Education
Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Finance
Morris Knolls High School
Stifel Financial Corp. July 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Tangoe May 2012 - August 2012
Tangoe May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Investment Portfolio, Microsoft Word, Research, Teamwork, HTML, Access, Telecommunications..., Portfolio Management
Education
Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Finance
Morris Knolls High School
Christopher Beirne Christopher Beirne's Stifel Financial Corp. Experience January 2008 - May 2008
Job Marketing Manager at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon June 2015 - Present
Ansell September 2013 - January 2015
Ansell May 2013 - August 2013
Merrill Lynch December 2010 - August 2012
Bettinger & Leech, Inc. April 2010 - November 2010
KL Communication May 2009 - April 2010
Stifel Financial Corp. January 2008 - May 2008
Skills
Market Research, Marketing Strategy, Project Management, Social Media Marketing, Analytics, Marketing, Integrated Marketing, Brand Management, Consumer Behaviour, Product Development, Qualitative Research, Brand Development, Digital Marketing, Customer Insight, Creative Solutions, Consumer Insight, Content Strategy, SEO, Data Analysis, Competitive Analysis, Account Management, Brand Development..., Content Management, Custom Websites, Customer Service, Databases, Creative Writer, Branding & Identity, Strategy, Digital Strategy, Strategic Planning, Data Mining, Content Development, Online Research, Blogging, Photoshop, Social Media, Business Strategy, New Business Development, Salesforce.com, Business Development, Sales Management, Advertising, Demand Generation, Marketing Communications, Microsoft Excel, Management, Marketing Research, Leadership, Lead Generation
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Marketing
Rowan University 2004 — 2008
Marketing BS, Marketing
BNY Mellon June 2015 - Present
Ansell September 2013 - January 2015
Ansell May 2013 - August 2013
Merrill Lynch December 2010 - August 2012
Bettinger & Leech, Inc. April 2010 - November 2010
KL Communication May 2009 - April 2010
Stifel Financial Corp. January 2008 - May 2008
Skills
Market Research, Marketing Strategy, Project Management, Social Media Marketing, Analytics, Marketing, Integrated Marketing, Brand Management, Consumer Behaviour, Product Development, Qualitative Research, Brand Development, Digital Marketing, Customer Insight, Creative Solutions, Consumer Insight, Content Strategy, SEO, Data Analysis, Competitive Analysis, Account Management, Brand Development..., Content Management, Custom Websites, Customer Service, Databases, Creative Writer, Branding & Identity, Strategy, Digital Strategy, Strategic Planning, Data Mining, Content Development, Online Research, Blogging, Photoshop, Social Media, Business Strategy, New Business Development, Salesforce.com, Business Development, Sales Management, Advertising, Demand Generation, Marketing Communications, Microsoft Excel, Management, Marketing Research, Leadership, Lead Generation
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Marketing
Rowan University 2004 — 2008
Marketing BS, Marketing
Casey Woods Casey Woods's Stifel Financial Corp. Experience June 2013 - August 2013
Job Web Performance Evangelist at Instart Logic
Industry Information Technology and Services
Experience
Instart Logic August 2015 - Present
Instart Logic November 2014 - August 2015
Nordstrom January 2014 - August 2014
Zahn Center August 2013 - December 2013
Stifel Financial Corp. June 2013 - August 2013
Nordstrom July 2010 - July 2013
Skills
Sales, Social Networking, Microsoft Office, Social Media, Microsoft Excel, Leadership, PowerPoint, Customer Service, Public Speaking, Project Management, Salesforce.com, Sales Prospecting, Microsoft Word, Teamwork, Web Performance, Cloud Applications, Lead Generation
Education
San Diego State University-California State University 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Instart Logic August 2015 - Present
Instart Logic November 2014 - August 2015
Nordstrom January 2014 - August 2014
Zahn Center August 2013 - December 2013
Stifel Financial Corp. June 2013 - August 2013
Nordstrom July 2010 - July 2013
Skills
Sales, Social Networking, Microsoft Office, Social Media, Microsoft Excel, Leadership, PowerPoint, Customer Service, Public Speaking, Project Management, Salesforce.com, Sales Prospecting, Microsoft Word, Teamwork, Web Performance, Cloud Applications, Lead Generation
Education
San Diego State University-California State University 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Kenneth Sloan Kenneth Sloan's Stifel Financial Corp. Experience July 2013 - November 2013
Job Consultant
Industry Financial Services
Experience
State Farm August 2014 - Present
Stifel Financial Corp. July 2013 - November 2013
Northwestern Mutual February 2012 - May 2013
Skills
People Skills, Sales, Team Leadership, Customer Service, Leadership, Microsoft Word, Time Management, Customer Retention, Relationship Management, Management
Education
Southern Illinois University, Edwardsville 2008 — 2010
B.S., Business Administration (Specialization in International Business)
Southwestern Illinois College 2005 — 2008
A.A & A.S., Business
State Farm August 2014 - Present
Stifel Financial Corp. July 2013 - November 2013
Northwestern Mutual February 2012 - May 2013
Skills
People Skills, Sales, Team Leadership, Customer Service, Leadership, Microsoft Word, Time Management, Customer Retention, Relationship Management, Management
Education
Southern Illinois University, Edwardsville 2008 — 2010
B.S., Business Administration (Specialization in International Business)
Southwestern Illinois College 2005 — 2008
A.A & A.S., Business
Eric Robert Eric Robert's Stifel Financial Corp. Experience August 2014 - Present
Job Platform Development Manager, Investment Products and Advisory Services at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Emmis Communications January 2005 - Present
Robert Marketing and Web Design November 2010 - Present
Stifel Financial Corp. May 2011 - August 2014
Stifel Financial Corp. January 2009 - May 2011
Stifel Financial Corp. January 2007 - January 2009
Skills
Copywriting, Radio, Investment Advisory, Marketing, Asset Allocation, Radio Broadcasting, Personal Financial..., Investment Management, Web Design, Project Management, Technology, Retirement Planning, Radio Host, Podcasting, Strategic Planning, Separately Managed..., Unified Managed Accounts, Proposal Generation, Morningstar, SQL, Digital Marketing, SEO, Wordpress, Voiceovers, Radio Producing, Radio Advertising, Politics, State Politics, Investment Policy..., Investment Policy...
Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Business Administration
Saint Louis University
Business Administration
Southern Illinois University, Edwardsville 2011 — 2015
Master of Business Administration (MBA)
Stifel Financial Corp. August 2014 - Present
Emmis Communications January 2005 - Present
Robert Marketing and Web Design November 2010 - Present
Stifel Financial Corp. May 2011 - August 2014
Stifel Financial Corp. January 2009 - May 2011
Stifel Financial Corp. January 2007 - January 2009
Skills
Copywriting, Radio, Investment Advisory, Marketing, Asset Allocation, Radio Broadcasting, Personal Financial..., Investment Management, Web Design, Project Management, Technology, Retirement Planning, Radio Host, Podcasting, Strategic Planning, Separately Managed..., Unified Managed Accounts, Proposal Generation, Morningstar, SQL, Digital Marketing, SEO, Wordpress, Voiceovers, Radio Producing, Radio Advertising, Politics, State Politics, Investment Policy..., Investment Policy...
Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Business Administration
Saint Louis University
Business Administration
Southern Illinois University, Edwardsville 2011 — 2015
Master of Business Administration (MBA)
Calvin Schmidt's Stifel Financial Corp. Experience June 2012 - August 2012
Job Ph.D. Student at Stanford University
Industry Biotechnology
Experience
Stanford University June 2014 - Present
5 Prime Ventures January 2015 - Present
Rice University December 2010 - June 2014
Rice Alliance for Technology and Entrepreneurship January 2013 - May 2014
Rice University August 2013 - March 2014
UC San Diego June 2013 - August 2013
Rice Business Collaborative May 2012 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Education
Stanford University 2014 — 2019
Doctor of Philosophy (Ph.D.), Bioengineering
Rice University 2010 — 2013
Bachelor of Science (BS), Biochemistry and Cell Biology
Stanford University June 2014 - Present
5 Prime Ventures January 2015 - Present
Rice University December 2010 - June 2014
Rice Alliance for Technology and Entrepreneurship January 2013 - May 2014
Rice University August 2013 - March 2014
UC San Diego June 2013 - August 2013
Rice Business Collaborative May 2012 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Education
Stanford University 2014 — 2019
Doctor of Philosophy (Ph.D.), Bioengineering
Rice University 2010 — 2013
Bachelor of Science (BS), Biochemistry and Cell Biology
David Bai David Bai's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
Skills
Fluent in Mandarin..., Finance, Financial Analysis, Mandarin, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Chinese, Appraisals, Market Research, Social Media, Fundraising, Business Development, Event Planning, Financial Modeling, Corporate Finance, Investments, Business Valuation, Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration; Finance, 3.85
Seoul National University 2012 — 2012
Exchange Student, Business Administration
Charter School of Wilmington 2006 — 2010
High School Diploma, 4.0
Stifel Financial Corp. July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
Skills
Fluent in Mandarin..., Finance, Financial Analysis, Mandarin, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Chinese, Appraisals, Market Research, Social Media, Fundraising, Business Development, Event Planning, Financial Modeling, Corporate Finance, Investments, Business Valuation, Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration; Finance, 3.85
Seoul National University 2012 — 2012
Exchange Student, Business Administration
Charter School of Wilmington 2006 — 2010
High School Diploma, 4.0
Zachary Abeles Zachary Abeles's Stifel Financial Corp. Experience May 2015 - Present
Job Deputy General Counsel for Stifel Financial Corp. & Stifel Bank & Trust
Industry Legal Services
Experience
Stifel Financial Corp. May 2015 - Present
Stifel Financial Corp. June 2014 - May 2015
Polsinelli PC August 2004 - May 2014
Skills
Litigation, Courts, Civil Litigation, Corporate Law, Legal Research, Appeals, Legal Writing, Bankruptcy, Commercial Litigation, Mediation, Intellectual Property, Securities Regulation, Trial Practice, Arbitration, Class Actions
Education
Saint Louis University School of Law 1998 — 2001
University of Wisconsin-Madison 1994 — 1998
Stifel Financial Corp. May 2015 - Present
Stifel Financial Corp. June 2014 - May 2015
Polsinelli PC August 2004 - May 2014
Skills
Litigation, Courts, Civil Litigation, Corporate Law, Legal Research, Appeals, Legal Writing, Bankruptcy, Commercial Litigation, Mediation, Intellectual Property, Securities Regulation, Trial Practice, Arbitration, Class Actions
Education
Saint Louis University School of Law 1998 — 2001
University of Wisconsin-Madison 1994 — 1998
Adam Tignor Adam Tignor's Stifel Financial Corp. Experience March 2014 - Present
Job Tax Accountant at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. March 2014 - Present
Edward Jones January 2014 - March 2014
United Way of Greater St. Louis September 2013 - December 2013
Top Consulting January 2013 - March 2013
Phi Kappa Tau January 2011 - May 2012
Central School District June 2008 - August 2010
Shell September 2009 - December 2009
Phi Kappa Tau January 2009 - December 2009
Truman State University September 2008 - December 2009
Quincy Public School District June 2007 - August 2007
Skills
Accounting, Microsoft Excel, Microsoft Word, Financial Analysis, QuickBooks, Access, Leadership, PowerPoint, Microsoft Office, Tax, Customer Service
Education
Southern Illinois University of Edwardsville 2011 — 2012
Masters of Science, Accounting; TaxationUndergraduate
Southern Illinois University, Edwardsville 2011 — 2012
Master's degree, Accounting, 3.27
Truman State University 2007 — 2011
Bachelor of Science (BS), Accounting
Truman State University 2007 — 2011
Bachelor of Science (BS), Accounting
Kirksville MO
Bachelors of Science, Accounting
Stifel Financial Corp. March 2014 - Present
Edward Jones January 2014 - March 2014
United Way of Greater St. Louis September 2013 - December 2013
Top Consulting January 2013 - March 2013
Phi Kappa Tau January 2011 - May 2012
Central School District June 2008 - August 2010
Shell September 2009 - December 2009
Phi Kappa Tau January 2009 - December 2009
Truman State University September 2008 - December 2009
Quincy Public School District June 2007 - August 2007
Skills
Accounting, Microsoft Excel, Microsoft Word, Financial Analysis, QuickBooks, Access, Leadership, PowerPoint, Microsoft Office, Tax, Customer Service
Education
Southern Illinois University of Edwardsville 2011 — 2012
Masters of Science, Accounting; TaxationUndergraduate
Southern Illinois University, Edwardsville 2011 — 2012
Master's degree, Accounting, 3.27
Truman State University 2007 — 2011
Bachelor of Science (BS), Accounting
Truman State University 2007 — 2011
Bachelor of Science (BS), Accounting
Kirksville MO
Bachelors of Science, Accounting
Gregory Hackett Gregory Hackett's Stifel Financial Corp. Experience June 2008 - June 2011
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2014 - Present
Sterne Agee June 2011 - June 2013
Stifel Financial Corp. June 2008 - June 2011
ACA Capital June 2006 - June 2008
Fitch Ratings May 2004 - June 2006
Skills
Trepp, Bloomberg, Microsoft Excel, Intex, PowerPoint, Series 7, Series 63, Securitization, Fixed Income, Trading, CMBS, Bonds, Securities, Capital Markets, Alternative Investments, Asset Management, Investment Banking, Hedge Funds, Valuation, Structured Products, Financial Modeling, Portfolio Management, Investments, Structured Finance
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
RBC Capital Markets May 2014 - Present
Sterne Agee June 2011 - June 2013
Stifel Financial Corp. June 2008 - June 2011
ACA Capital June 2006 - June 2008
Fitch Ratings May 2004 - June 2006
Skills
Trepp, Bloomberg, Microsoft Excel, Intex, PowerPoint, Series 7, Series 63, Securitization, Fixed Income, Trading, CMBS, Bonds, Securities, Capital Markets, Alternative Investments, Asset Management, Investment Banking, Hedge Funds, Valuation, Structured Products, Financial Modeling, Portfolio Management, Investments, Structured Finance
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Lucille Costa Lucille Costa's Stifel Financial Corp. Experience April 2008 - Present
Job Operation manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. April 2008 - Present
Paramus NJ 1999 - 2008
Skills
Series 7, Equities, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Securities, Fixed Income, Asset Management, Banking, Series 63, Risk Management, Financial Modeling, Process Improvement, Financial Services, Wealth Management, Credit, Strategic Financial..., Bloomberg, Customer Service
Education
Seton Hall University 1970 — 1974
Bachelor of Science (BS), Elementary Education and Teaching
Stifel Financial Corp. April 2008 - Present
Paramus NJ 1999 - 2008
Skills
Series 7, Equities, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Securities, Fixed Income, Asset Management, Banking, Series 63, Risk Management, Financial Modeling, Process Improvement, Financial Services, Wealth Management, Credit, Strategic Financial..., Bloomberg, Customer Service
Education
Seton Hall University 1970 — 1974
Bachelor of Science (BS), Elementary Education and Teaching
Eric Lequia's Stifel Financial Corp. Experience May 2014 - Present
Job Financial Planning Associate at Stifel
Industry Accounting
Experience
Stifel Financial Corp. May 2014 - Present
North Star Resource Group August 2013 - December 2013
St. Louis Parking Company September 2011 - December 2013
Executive Business Solutions, Corp. May 2013 - August 2013
The Heyde Eye Center May 2007 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Financial Reporting, Customer Service, Teamwork, SAP ERP, SPSS, Marketing
Education
Saint Louis University 2014 — 2015
Master's of Accounting, Accounting
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting/Marketing, Junior
Stifel Financial Corp. May 2014 - Present
North Star Resource Group August 2013 - December 2013
St. Louis Parking Company September 2011 - December 2013
Executive Business Solutions, Corp. May 2013 - August 2013
The Heyde Eye Center May 2007 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Financial Reporting, Customer Service, Teamwork, SAP ERP, SPSS, Marketing
Education
Saint Louis University 2014 — 2015
Master's of Accounting, Accounting
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting/Marketing, Junior
Cory Prott Cory Prott's Stifel Financial Corp. Experience October 2014 - Present
Job Equity Research Associate at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. October 2014 - Present
UHY Advisors December 2011 - October 2014
Fleishman-Hillard May 2011 - November 2011
Huntleigh Securities May 2008 - August 2008
Skills
Accounting, Corporate Finance, Auditing, Financial Statement..., External Audit, Financial Reporting, CPA, Account Reconciliation, Internal Controls, US GAAP, Equity Research Analysis, Financial Modeling, Oil, Finance, Financial Analysis, Microsoft Excel, Valuation, Financial Accounting, GAAP
Education
Saint Louis University 2010 — 2011
Master of Arts (M.A.), Accounting
Saint Louis University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Stifel Financial Corp. October 2014 - Present
UHY Advisors December 2011 - October 2014
Fleishman-Hillard May 2011 - November 2011
Huntleigh Securities May 2008 - August 2008
Skills
Accounting, Corporate Finance, Auditing, Financial Statement..., External Audit, Financial Reporting, CPA, Account Reconciliation, Internal Controls, US GAAP, Equity Research Analysis, Financial Modeling, Oil, Finance, Financial Analysis, Microsoft Excel, Valuation, Financial Accounting, GAAP
Education
Saint Louis University 2010 — 2011
Master of Arts (M.A.), Accounting
Saint Louis University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Richard Malone's Stifel Financial Corp. Experience June 2013 - July 2013
Job President & Developer at Ascender Financial
Industry Financial Services
Experience
Ascender Financial January 2015 - Present
John Bolton PAC May 2014 - August 2014
Stifel Financial Corp. June 2013 - July 2013
Phigenics, LLC June 2012 - August 2012
Skatequest June 2011 - August 2011
Rainbow Condominiums June 2008 - August 2009
Skills
Politics, Microsoft Office, Swimming, Public Speaking, Geography Afficionado, Investments, Financial Analysis, Proficient in Spanish, Social Networking, Teamwork, Spanish, Research, Recruiting, Event Planning, Finance, Marketing, Portfolio Management, Bloomberg Terminal, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
Rollins College 2010 — 2014
Bachelor of Arts (B.A.), International Business, Major GPA: 3.6
Mercersburg Academy 2006 — 2010
High School Diploma, Arts and Science
Universidad Antonio de Nebrija
Business Administration and Management, Spanish Language
Ascender Financial January 2015 - Present
John Bolton PAC May 2014 - August 2014
Stifel Financial Corp. June 2013 - July 2013
Phigenics, LLC June 2012 - August 2012
Skatequest June 2011 - August 2011
Rainbow Condominiums June 2008 - August 2009
Skills
Politics, Microsoft Office, Swimming, Public Speaking, Geography Afficionado, Investments, Financial Analysis, Proficient in Spanish, Social Networking, Teamwork, Spanish, Research, Recruiting, Event Planning, Finance, Marketing, Portfolio Management, Bloomberg Terminal, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
Rollins College 2010 — 2014
Bachelor of Arts (B.A.), International Business, Major GPA: 3.6
Mercersburg Academy 2006 — 2010
High School Diploma, Arts and Science
Universidad Antonio de Nebrija
Business Administration and Management, Spanish Language
Peter Sweeney Peter Sweeney's Stifel Financial Corp. Experience June 2008 - Present
Job Institutional Sales Trader at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2008 - Present
Bear Stearns April 2002 - June 2008
Education
Ohio Wesleyan University 1992 — 1994
Bachelor of Science (BS), Environmental Science and Geography
Stifel Financial Corp. June 2008 - Present
Bear Stearns April 2002 - June 2008
Education
Ohio Wesleyan University 1992 — 1994
Bachelor of Science (BS), Environmental Science and Geography
Jackie Shields Jackie Shields's Stifel Financial Corp. Experience July 2013 - August 2014
Job HRIS Implementation Specialist at Integrated Payroll Services (iPS)
Industry Human Resources
Experience
Integrated Payroll Services (iPS) August 2014 - Present
Stifel Financial Corp. July 2013 - August 2014
Life Skills/TouchPoint Autism Services March 2012 - May 2013
TouchPoint Autism Services November 2010 - March 2012
TouchPoint Autism Services December 2008 - November 2010
RN Services Consulting 2008 - 2008
Skills
HRIS, Human Resources, Event Planning, Nonprofits, Community Outreach, Microsoft Suite, Employee Benefits, Employee Wellness..., Music, Cello, Piano, Music lesson Teacher, Microsoft Office, Training, Staff Development, Resume Writing, Public Speaking, Team Building, Organizational..., FMLA, Social Services, Onboarding, Employee Relations, Leadership Development, Policy, Recruiting, Administrative..., Payroll, Case Managment, Leadership, Coaching, Applicant Tracking..., Strategic Planning, Program Development, Interviews, Customer Service, Performance Management, Outlook, Deferred Compensation
Education
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science, Business Administration- Management
Southern Illinois University, Edwardsville 2004 — 2008
Music Minor, Music Minor
McCluer North High School 2000 — 2004
General Studies
Integrated Payroll Services (iPS) August 2014 - Present
Stifel Financial Corp. July 2013 - August 2014
Life Skills/TouchPoint Autism Services March 2012 - May 2013
TouchPoint Autism Services November 2010 - March 2012
TouchPoint Autism Services December 2008 - November 2010
RN Services Consulting 2008 - 2008
Skills
HRIS, Human Resources, Event Planning, Nonprofits, Community Outreach, Microsoft Suite, Employee Benefits, Employee Wellness..., Music, Cello, Piano, Music lesson Teacher, Microsoft Office, Training, Staff Development, Resume Writing, Public Speaking, Team Building, Organizational..., FMLA, Social Services, Onboarding, Employee Relations, Leadership Development, Policy, Recruiting, Administrative..., Payroll, Case Managment, Leadership, Coaching, Applicant Tracking..., Strategic Planning, Program Development, Interviews, Customer Service, Performance Management, Outlook, Deferred Compensation
Education
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science, Business Administration- Management
Southern Illinois University, Edwardsville 2004 — 2008
Music Minor, Music Minor
McCluer North High School 2000 — 2004
General Studies
Patrick Gaffney Patrick Gaffney's Stifel Financial Corp. Experience November 2013 - Present
Job Financial Advisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. November 2013 - Present
Merrill Lynch January 2013 - December 2013
Merrill Lynch March 2011 - January 2013
Education
Quinnipiac University
Stifel Financial Corp. November 2013 - Present
Merrill Lynch January 2013 - December 2013
Merrill Lynch March 2011 - January 2013
Education
Quinnipiac University
Allison Usselmann Allison Usselmann's Stifel Financial Corp. Experience January 2015 - Present
Job Annuity Trade Review at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. July 2013 - January 2015
Banterra Bank May 2012 - June 2013
Southern Illinois University August 2011 - May 2012
Scott Air Force Base June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Finance, Marketing, Highly personable, Highly motivated..., Accounting, Financial Analysis, Leadership, Customer Service
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor's degree, Finance, General
Southern Illinois University, Carbondale 2009 — 2013
Bachelor's degree, Marketing
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. July 2013 - January 2015
Banterra Bank May 2012 - June 2013
Southern Illinois University August 2011 - May 2012
Scott Air Force Base June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Finance, Marketing, Highly personable, Highly motivated..., Accounting, Financial Analysis, Leadership, Customer Service
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor's degree, Finance, General
Southern Illinois University, Carbondale 2009 — 2013
Bachelor's degree, Marketing
Serena Lu Serena Lu's Stifel Financial Corp. Experience July 2013 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Houlihan Lokey June 2012 - August 2012
NYU Stern School of Business September 2010 - December 2010
Skills
Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Data Analysis, Microsoft Word, Finance, Investment Banking, Financial Analysis, Valuation, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Economics, Finance
Peking University 2010 — 2010
Bridgewater-Raritan High School 2005 — 2009
Stifel Financial Corp. July 2013 - Present
Houlihan Lokey June 2012 - August 2012
NYU Stern School of Business September 2010 - December 2010
Skills
Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Data Analysis, Microsoft Word, Finance, Investment Banking, Financial Analysis, Valuation, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Economics, Finance
Peking University 2010 — 2010
Bridgewater-Raritan High School 2005 — 2009
David Lilly David Lilly's Stifel Financial Corp. Experience August 2012 - August 2013
Job Marketing Research
Industry Market Research
Experience
Emerson Commercial & Residential Solutions March 2015 - Present
Commerce Bank January 2014 - January 2015
Myung Martial Arts June 2008 - January 2014
Stifel Financial Corp. August 2012 - August 2013
Skills
Marketing Research, Research, Public Speaking, SPSS, Analysis, Qualitative Research, Quantitative Research, Advertising, Microsoft Excel, Writing, Microsoft Office, Mass Communication, InDesign, PowerPoint, Microsoft Word, Teamwork, Advertising Research, Marketing, Multivariate Analysis, Presentation Skills
Education
Southern Illinois University, Edwardsville 2013 — 2014
Master of Marketing Research (MMR), Marketing Research
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Arts, Mass Communication/Media Studies
Southern Illinois University, Edwardsville
Bachelor's degree, Advertising
Emerson Commercial & Residential Solutions March 2015 - Present
Commerce Bank January 2014 - January 2015
Myung Martial Arts June 2008 - January 2014
Stifel Financial Corp. August 2012 - August 2013
Skills
Marketing Research, Research, Public Speaking, SPSS, Analysis, Qualitative Research, Quantitative Research, Advertising, Microsoft Excel, Writing, Microsoft Office, Mass Communication, InDesign, PowerPoint, Microsoft Word, Teamwork, Advertising Research, Marketing, Multivariate Analysis, Presentation Skills
Education
Southern Illinois University, Edwardsville 2013 — 2014
Master of Marketing Research (MMR), Marketing Research
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Arts, Mass Communication/Media Studies
Southern Illinois University, Edwardsville
Bachelor's degree, Advertising
Brandon Palmer Brandon Palmer's Stifel Financial Corp. Experience August 2012 - October 2014
Job System Design and Integration Engineer at Boeing
Industry Information Technology and Services
Experience
Boeing October 2014 - Present
Stifel Nicolaus 2013 - October 2014
Stifel Financial Corp. August 2012 - October 2014
Stifel Financial Corp. January 2011 - August 2012
Stifel Financial Corp. December 2009 - January 2011
Walmart June 2007 - December 2009
KM Plant Services 2005 - 2007
Skills
Computer Hardware, Windows 7, XP, Technical Support, Computer Repair, Troubleshooting, Active Directory, Windows Server, Software Installation, Windows Vista, Help Desk Support, Servers, Printers, Networking
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Boeing October 2014 - Present
Stifel Nicolaus 2013 - October 2014
Stifel Financial Corp. August 2012 - October 2014
Stifel Financial Corp. January 2011 - August 2012
Stifel Financial Corp. December 2009 - January 2011
Walmart June 2007 - December 2009
KM Plant Services 2005 - 2007
Skills
Computer Hardware, Windows 7, XP, Technical Support, Computer Repair, Troubleshooting, Active Directory, Windows Server, Software Installation, Windows Vista, Help Desk Support, Servers, Printers, Networking
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Ashley Rayfield's Stifel Financial Corp. Experience August 2013 - Present
Job Senior Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2013 - Present
The Tan Company September 2008 - August 2013
Skills
Sales, Account Management, Direct Sales, Sales Process, Sales Management, Customer Service, Microsoft Office, Highly detail oriented, Time Management, Call Centers, Customer Satisfaction, Salesforce.com
Education
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Stifel Financial Corp. August 2013 - Present
The Tan Company September 2008 - August 2013
Skills
Sales, Account Management, Direct Sales, Sales Process, Sales Management, Customer Service, Microsoft Office, Highly detail oriented, Time Management, Call Centers, Customer Satisfaction, Salesforce.com
Education
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Allen Kren Allen Kren's Stifel Financial Corp. Experience March 2015 - Present
Job Operations Specialist Client Services Help Desk at Stifel Financial Corp.
Industry Information Technology and Services
Experience
Stifel Financial Corp. March 2015 - Present
Ascent, LLC. December 2013 - March 2015
Ascent, LLC. May 2013 - January 2014
Equifax Workforce Solutions August 2012 - May 2013
Professional Business Providers August 2006 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Computers, Problem Solving, Teamwork, Close Attention to..., Patience, Troubleshooting, Outlook, Analysis, Access, Editing, Proposal Writing, Databases, Data Analysis, Leadership, Project Planning, Customer Service, Project Management
Education
Webster University 2011 — 2012
Bachelor of Science, Business Administration and Management, General
Saint Louis University 2006 — 2008
Stifel Financial Corp. March 2015 - Present
Ascent, LLC. December 2013 - March 2015
Ascent, LLC. May 2013 - January 2014
Equifax Workforce Solutions August 2012 - May 2013
Professional Business Providers August 2006 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Computers, Problem Solving, Teamwork, Close Attention to..., Patience, Troubleshooting, Outlook, Analysis, Access, Editing, Proposal Writing, Databases, Data Analysis, Leadership, Project Planning, Customer Service, Project Management
Education
Webster University 2011 — 2012
Bachelor of Science, Business Administration and Management, General
Saint Louis University 2006 — 2008
Carolyn Yang Carolyn Yang's Stifel Financial Corp. Experience June 2014 - August 2014
Job Strategic Account Manager at AppLovin
Industry International Affairs
Experience
AppLovin 2015 - Present
Princeton Advisory Committee on Women's Leadership 2015 - Present
Princeton Priorities Committee 2014 - 2015
Princeton University December 2013 - 2015
Princeton University March 2013 - 2015
Stifel Financial Corp. June 2014 - August 2014
Juniper Networks June 2013 - September 2013
Prudential Financial 2013 - 2013
Skills
PowerPoint, Multilingual, Competitive Intelligence, Cold Calling, Large-scale Event..., Leadership, Networking, Java, Public Speaking, Large Scale Events, Marketing, Management, Microsoft Office, Business Strategy, Data Analysis, Strategy, Editing, Research, Microsoft Excel
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Woodrow Wilson School of Public and International Affairs, cum laude
Los Altos High School 2007 — 2011
AppLovin 2015 - Present
Princeton Advisory Committee on Women's Leadership 2015 - Present
Princeton Priorities Committee 2014 - 2015
Princeton University December 2013 - 2015
Princeton University March 2013 - 2015
Stifel Financial Corp. June 2014 - August 2014
Juniper Networks June 2013 - September 2013
Prudential Financial 2013 - 2013
Skills
PowerPoint, Multilingual, Competitive Intelligence, Cold Calling, Large-scale Event..., Leadership, Networking, Java, Public Speaking, Large Scale Events, Marketing, Management, Microsoft Office, Business Strategy, Data Analysis, Strategy, Editing, Research, Microsoft Excel
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Woodrow Wilson School of Public and International Affairs, cum laude
Los Altos High School 2007 — 2011
John Trotto John Trotto's Stifel Financial Corp. Experience 2002 - 2008
Job Senior Executive Broker at Merchant Advance Express
Industry Financial Services
Experience
Merchant Advance Express February 2014 - Present
JPMorgan Chase 2011 - 2013
MF Global 2008 - 2011
Stifel Financial Corp. 2002 - 2008
Apple Bank for Savings 1999 - 2001
Skills
Merchant Cash Advance, Financial Reporting, Cash Advance, Financial Analysis, Commercial Banking, Finance, Financial Accounting, Corporate Finance, Financial Risk, Trade Finance, Risk Assessment, Cash Management, Credit Risk, Investment Management, Credit Analysis, Investment Banking, Wealth Management, Financial Controlling, Electronic Trading, Credit Cards, Trade Marketing, Brokerage, Brokers
Education
Penn State University 1996 — 2003
Master of Business Administration (M.B.A.), International Business
Merchant Advance Express February 2014 - Present
JPMorgan Chase 2011 - 2013
MF Global 2008 - 2011
Stifel Financial Corp. 2002 - 2008
Apple Bank for Savings 1999 - 2001
Skills
Merchant Cash Advance, Financial Reporting, Cash Advance, Financial Analysis, Commercial Banking, Finance, Financial Accounting, Corporate Finance, Financial Risk, Trade Finance, Risk Assessment, Cash Management, Credit Risk, Investment Management, Credit Analysis, Investment Banking, Wealth Management, Financial Controlling, Electronic Trading, Credit Cards, Trade Marketing, Brokerage, Brokers
Education
Penn State University 1996 — 2003
Master of Business Administration (M.B.A.), International Business
Kristin Halle Kristin Halle's Stifel Financial Corp. Experience June 2011 - September 2011
Job Marketing Manager
Industry Marketing and Advertising
Experience
Advertising Specialty Institute November 2014 - Present
Brown-Forman June 2013 - October 2014
Universal Motown & Republic Group May 2012 - December 2012
Talon Professional Services January 2012 - May 2012
Stifel Financial Corp. June 2011 - September 2011
Roberts Event Group June 2011 - August 2011
Sun National Bank Center May 2011 - June 2011
Skills
Market Research, PowerPoint, Marketing, Advertising, Facebook, Time Management, Sales, Social Media, Microsoft Office, Social Networking, Research, Social Media Marketing, Customer Service, Marketing Strategy, CRM, Microsoft Excel
Education
Rider University 2009 — 2013
Bachelor's degree, Marketing and Advertising
Advertising Specialty Institute November 2014 - Present
Brown-Forman June 2013 - October 2014
Universal Motown & Republic Group May 2012 - December 2012
Talon Professional Services January 2012 - May 2012
Stifel Financial Corp. June 2011 - September 2011
Roberts Event Group June 2011 - August 2011
Sun National Bank Center May 2011 - June 2011
Skills
Market Research, PowerPoint, Marketing, Advertising, Facebook, Time Management, Sales, Social Media, Microsoft Office, Social Networking, Research, Social Media Marketing, Customer Service, Marketing Strategy, CRM, Microsoft Excel
Education
Rider University 2009 — 2013
Bachelor's degree, Marketing and Advertising
Blair Brantley, CFA Blair Brantley, CFA's Stifel Financial Corp. Experience 2002 - 2009
Job Equity Analyst at BB&T Capital Markets
Industry Research
Experience
BB&T Capital Markets May 2011 - Present
Sterne Agee 2009 - 2011
Stifel Financial Corp. 2002 - 2009
Skills
Equity Research, Valuation, Securities, Series 7, Financial Analysis, Bloomberg, Equity Valuation, Capital Markets, Equities, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds
Education
Randolph-Macon College 1996 — 2000
Bachelor of Arts (B.A.), Business & Economics
BB&T Capital Markets May 2011 - Present
Sterne Agee 2009 - 2011
Stifel Financial Corp. 2002 - 2009
Skills
Equity Research, Valuation, Securities, Series 7, Financial Analysis, Bloomberg, Equity Valuation, Capital Markets, Equities, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds
Education
Randolph-Macon College 1996 — 2000
Bachelor of Arts (B.A.), Business & Economics
Elizabeth Ratterman Elizabeth Ratterman's Stifel Financial Corp. Experience December 2013 - Present
Job Accountant I at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. December 2013 - Present
Dean of Students Office, Southern Illinois University May 2011 - December 2013
BKD CPAs & Advisors January 2013 - April 2013
Wells Fargo Advisors June 2012 - August 2012
Mueller Prost PC March 2012 - March 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Quickbooks, Spreadsheets, TaxAct, VITA, Salesforce.com, Promotions, Microsoft Excel, Time Management, Microsoft Word, Outlook, Tax Preparation, Tax Returns, Tax Software, Management, Tax, Teamwork
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor of Science, Accounting
Southern Illinois University, Edwardsville
MSA, Accounting
Stifel Financial Corp. December 2013 - Present
Dean of Students Office, Southern Illinois University May 2011 - December 2013
BKD CPAs & Advisors January 2013 - April 2013
Wells Fargo Advisors June 2012 - August 2012
Mueller Prost PC March 2012 - March 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Quickbooks, Spreadsheets, TaxAct, VITA, Salesforce.com, Promotions, Microsoft Excel, Time Management, Microsoft Word, Outlook, Tax Preparation, Tax Returns, Tax Software, Management, Tax, Teamwork
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor of Science, Accounting
Southern Illinois University, Edwardsville
MSA, Accounting
Greg Gammon Greg Gammon's Stifel Financial Corp. Experience August 2012 - Present
Job Operations at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2012 - Present
Lowe's Home Improvement April 1999 - August 2012
Skills
Word, Retail Management, Customer Satisfaction, Customer Service, Employee Relations, Shrink Control, Store Management, Microsoft Excel, Microsoft Office, Outlook, Merchandising, Insurance, Management, Finance
Education
Southern Illinois University, Edwardsville 1998 — 2004
Bachelor Of Science, Business
Triad High School 1994 — 1998
High School Diploma
Stifel Financial Corp. August 2012 - Present
Lowe's Home Improvement April 1999 - August 2012
Skills
Word, Retail Management, Customer Satisfaction, Customer Service, Employee Relations, Shrink Control, Store Management, Microsoft Excel, Microsoft Office, Outlook, Merchandising, Insurance, Management, Finance
Education
Southern Illinois University, Edwardsville 1998 — 2004
Bachelor Of Science, Business
Triad High School 1994 — 1998
High School Diploma
Kristi Harris Kristi Harris's Stifel Financial Corp. Experience June 2012 - August 2012
Job Global Marketing Coordinator at AERIN
Industry Public Relations and Communications
Experience
AERIN April 2015 - Present
Antica Farmacista December 2013 - June 2014
Antica Farmacista March 2013 - December 2013
Linda McMahon for Senate September 2012 - November 2012
Stifel Financial Corp. June 2012 - August 2012
dna Public Relations October 2011 - April 2012
Citi August 2010 - September 2010
Gen Art June 2008 - June 2010
Skills
Public Relations, Press Releases, Social Media, Management, Fashion, Direct Marketing, Marketing, Customer Service, Social Networking, Facebook, Social Media Marketing, Advertising, Marketing Communications, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word
Education
Sacred Heart University 2008 — 2012
Master’s, Communications
Sacred Heart University 2008 — 2012
Bachelor of Science, Marketing
Saint Joseph Hill Academy 2004 — 2008
AERIN April 2015 - Present
Antica Farmacista December 2013 - June 2014
Antica Farmacista March 2013 - December 2013
Linda McMahon for Senate September 2012 - November 2012
Stifel Financial Corp. June 2012 - August 2012
dna Public Relations October 2011 - April 2012
Citi August 2010 - September 2010
Gen Art June 2008 - June 2010
Skills
Public Relations, Press Releases, Social Media, Management, Fashion, Direct Marketing, Marketing, Customer Service, Social Networking, Facebook, Social Media Marketing, Advertising, Marketing Communications, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word
Education
Sacred Heart University 2008 — 2012
Master’s, Communications
Sacred Heart University 2008 — 2012
Bachelor of Science, Marketing
Saint Joseph Hill Academy 2004 — 2008
Matthew Paul Matthew Paul's Stifel Financial Corp. Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Barclays Investment Bank September 2014 - March 2015
Sidoti & Company, LLC November 2012 - June 2014
CV Brokerage April 2012 - December 2012
Cassatt Trading Fund May 2010 - June 2011
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Equities, Investments, Trading, Bloomberg, Microsoft Excel, series 86, Series 63, ETFs, Equity Research, Securities, Fixed Income, Series 7
Education
Penn State University 2005 — 2010
B.S., Economics
Stifel Financial Corp. May 2015 - Present
Barclays Investment Bank September 2014 - March 2015
Sidoti & Company, LLC November 2012 - June 2014
CV Brokerage April 2012 - December 2012
Cassatt Trading Fund May 2010 - June 2011
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Equities, Investments, Trading, Bloomberg, Microsoft Excel, series 86, Series 63, ETFs, Equity Research, Securities, Fixed Income, Series 7
Education
Penn State University 2005 — 2010
B.S., Economics
Shan (Alice) Cao Shan (Alice) Cao's Stifel Financial Corp. Experience March 2015 - Present
Job Public Finance at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Terminus Securities, LLC September 2011 - March 2015
Fareed Wealth Management November 2010 - June 2011
SCHNEIDER ELECTRIC May 2009 - August 2009
Industrial and Commercial Bank of China May 2008 - July 2008
Skills
DBC, Bloomberg, Risk Management, Due Diligence, Analysis, Accounting, Financial Risk, Options, Budgets, Equities, Credit Analysis, Capital Market, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master's
The University of Hong Kong 2007 — 2010
Bachelor
Peking University 2006 — 2007
Stifel Financial Corp. March 2015 - Present
Terminus Securities, LLC September 2011 - March 2015
Fareed Wealth Management November 2010 - June 2011
SCHNEIDER ELECTRIC May 2009 - August 2009
Industrial and Commercial Bank of China May 2008 - July 2008
Skills
DBC, Bloomberg, Risk Management, Due Diligence, Analysis, Accounting, Financial Risk, Options, Budgets, Equities, Credit Analysis, Capital Market, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master's
The University of Hong Kong 2007 — 2010
Bachelor
Peking University 2006 — 2007
Bart Lissner Bart Lissner's Stifel Financial Corp. Experience January 2013 - Present
Job CMO Trader at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2012 - January 2013
Stifel Nicolaus December 2009 - January 2012
Acropolis Investment Management, LLC August 2009 - November 2009
Cantor Fitzgerald March 2008 - May 2009
RED BULL ENERGY DRINK August 2004 - March 2008
Skills
Bloomberg, Excel, Thomson One, Beta Systems, Morningstar, VBA, SQL, SQL Reporting, Series 7, Series 63, Microsoft Excel
Education
Webster University 2010 — 2012
MS, Finance
Saint Louis University 2003 — 2007
BA, Urban Affairs
DeSMET Jesuit H.S. 1999 — 2003
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2012 - January 2013
Stifel Nicolaus December 2009 - January 2012
Acropolis Investment Management, LLC August 2009 - November 2009
Cantor Fitzgerald March 2008 - May 2009
RED BULL ENERGY DRINK August 2004 - March 2008
Skills
Bloomberg, Excel, Thomson One, Beta Systems, Morningstar, VBA, SQL, SQL Reporting, Series 7, Series 63, Microsoft Excel
Education
Webster University 2010 — 2012
MS, Finance
Saint Louis University 2003 — 2007
BA, Urban Affairs
DeSMET Jesuit H.S. 1999 — 2003
Andrew DeField Andrew DeField's Stifel Financial Corp. Experience March 2014 - Present
Job Development Team Lead at Stifel Financial Corp.
Industry Computer Software
Experience
Stifel Financial Corp. March 2014 - Present
Stifel Financial Corp. July 2013 - March 2014
Gateway EDI February 2013 - June 2013
Landmark Hospitals June 2012 - February 2013
Landmark Hospitals August 2010 - June 2012
Element 74 LLC May 2007 - August 2010
Southeast Missouri State University January 2004 - May 2007
Skills
C#, SQL Server, VB.NET, C++, Web Applications, ASP.NET, Visual Studio, .NET, JavaScript, SQL, CSS, XML, HTML, IIS, MySQL, Programming, Web Development, AJAX, Microsoft SQL Server, Software Development
Education
Iguana Level 1 Training 2012 — 2012
Southeast Missouri State University 2003 — 2007
Bachelor of Science, Computer Science, Computer Networking
Charleston High School 1999 — 2003
Stifel Financial Corp. March 2014 - Present
Stifel Financial Corp. July 2013 - March 2014
Gateway EDI February 2013 - June 2013
Landmark Hospitals June 2012 - February 2013
Landmark Hospitals August 2010 - June 2012
Element 74 LLC May 2007 - August 2010
Southeast Missouri State University January 2004 - May 2007
Skills
C#, SQL Server, VB.NET, C++, Web Applications, ASP.NET, Visual Studio, .NET, JavaScript, SQL, CSS, XML, HTML, IIS, MySQL, Programming, Web Development, AJAX, Microsoft SQL Server, Software Development
Education
Iguana Level 1 Training 2012 — 2012
Southeast Missouri State University 2003 — 2007
Bachelor of Science, Computer Science, Computer Networking
Charleston High School 1999 — 2003
Tyler Grupe's Stifel Financial Corp. Experience September 2013 - December 2013
Job Operations Administrator at Bedell Frazier Investment Counselling
Industry Financial Services
Experience
Bedell Frazier Investment Counselling June 2014 - Present
Stifel Financial Corp. September 2013 - December 2013
Reaction Search International June 2013 - August 2013
24 Hour Fitness April 2011 - August 2013
Shady Oaks Olive Oil April 2010 - January 2011
Skills
Marketing, Sales, Management, Interviews, Recruiting, Social Networking, Cold Calling, Team Building, Executive Search, Coaching, Direct Sales, Training, Account Management, Microsoft Excel
Education
Saint Mary's College of California 2010 — 2014
Bachelor's of Science, Economics
John Cabot Univeristy
Study Abroad Rome
Bedell Frazier Investment Counselling June 2014 - Present
Stifel Financial Corp. September 2013 - December 2013
Reaction Search International June 2013 - August 2013
24 Hour Fitness April 2011 - August 2013
Shady Oaks Olive Oil April 2010 - January 2011
Skills
Marketing, Sales, Management, Interviews, Recruiting, Social Networking, Cold Calling, Team Building, Executive Search, Coaching, Direct Sales, Training, Account Management, Microsoft Excel
Education
Saint Mary's College of California 2010 — 2014
Bachelor's of Science, Economics
John Cabot Univeristy
Study Abroad Rome
Sarah Zacchea Sarah Zacchea's Stifel Financial Corp. Experience May 2012 - August 2012
Job Key Accounts at AXA
Industry Financial Services
Experience
AXA April 2015 - Present
AXA October 2013 - April 2015
AXA July 2013 - October 2013
Stifel Financial Corp. May 2012 - August 2012
Primerica Financial Services May 2011 - August 2011
Skills
Microsoft Word, Power Point, Excel, Public Speaking, Word, Customer Service, Microsoft Office, Social Media, Social Media Marketing, Financial Services, Time Management, Microsoft Excel, Sales, PowerPoint, Event Planning
Education
Saint Louis University 2009 — 2013
Business Administration, Marketing and Finance
John Felice Rome Center 2011 — 2011
Study Abroad, General Studies
AXA April 2015 - Present
AXA October 2013 - April 2015
AXA July 2013 - October 2013
Stifel Financial Corp. May 2012 - August 2012
Primerica Financial Services May 2011 - August 2011
Skills
Microsoft Word, Power Point, Excel, Public Speaking, Word, Customer Service, Microsoft Office, Social Media, Social Media Marketing, Financial Services, Time Management, Microsoft Excel, Sales, PowerPoint, Event Planning
Education
Saint Louis University 2009 — 2013
Business Administration, Marketing and Finance
John Felice Rome Center 2011 — 2011
Study Abroad, General Studies
Brad Houseman Brad Houseman's Stifel Financial Corp. Experience June 2012 - March 2013
Job Compensation Analyst at BarryWehmiller Companies Inc.
Industry Human Resources
Experience
Barry-Wehmiller Companies, Inc August 2013 - Present
Stifel Financial Corp. June 2012 - March 2013
Elekta July 2011 - March 2012
Rabo AgriFinance 2004 - 2011
Healthcare Services Group, Inc October 2002 - January 2004
Skills
HRIS, Employee Relations, Compensation Structures, Job Evaluation, Employee Training, Payroll, Human Resources, I-9 Compliance, Onboarding, Deferred Compensation
Education
Southeast Missouri State University 1998 — 2002
Bachelor of Science, Psychology
Lafayette High School
Barry-Wehmiller Companies, Inc August 2013 - Present
Stifel Financial Corp. June 2012 - March 2013
Elekta July 2011 - March 2012
Rabo AgriFinance 2004 - 2011
Healthcare Services Group, Inc October 2002 - January 2004
Skills
HRIS, Employee Relations, Compensation Structures, Job Evaluation, Employee Training, Payroll, Human Resources, I-9 Compliance, Onboarding, Deferred Compensation
Education
Southeast Missouri State University 1998 — 2002
Bachelor of Science, Psychology
Lafayette High School
Shaun Pezman's Stifel Financial Corp. Experience January 2011 - August 2011
Job Entrepreneur
Industry Financial Services
Experience
The Surfere's Journal February 2012 - Present
Montage Hotels June 2009 - January 2012
Stifel Financial Corp. January 2011 - August 2011
Infinity Financial Services May 2010 - September 2010
Surf School June 2005 - August 2008
Skills
Entrepreneurship, Marketing Strategy, Training, Budgets, Accounting, Sales, Leadership, Inventory Management
Education
San Diego State University-California State University 2009 — 2011
Bachelors, Financial Services
Richmond University LondonJanurary2008
Point Loma Nazarene University August 2006
The Surfere's Journal February 2012 - Present
Montage Hotels June 2009 - January 2012
Stifel Financial Corp. January 2011 - August 2011
Infinity Financial Services May 2010 - September 2010
Surf School June 2005 - August 2008
Skills
Entrepreneurship, Marketing Strategy, Training, Budgets, Accounting, Sales, Leadership, Inventory Management
Education
San Diego State University-California State University 2009 — 2011
Bachelors, Financial Services
Richmond University LondonJanurary2008
Point Loma Nazarene University August 2006
Brian Spellecy Brian Spellecy's Stifel Financial Corp. Experience July 2005 - Present
Job Corporate Writer Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2005 - Present
American Express Incentive Services December 2003 - July 2005
Bank of America January 2000 - November 2003
Skills
Writing, Editing, Marketing Communications, Public Relations, Press Releases, Newsletters, Copywriting, Social Media Marketing, Copy Editing, Proofreading, Corporate Communications, Strategic Communications, Internal Communications, Social Media, Web Content, Blogging, Content Management, Content Writing, Content Strategy
Education
Saint Louis University 1998 — 2001
M.B.A.
Saint Louis University 1993 — 1997
B.A., Communication
Stifel Financial Corp. July 2005 - Present
American Express Incentive Services December 2003 - July 2005
Bank of America January 2000 - November 2003
Skills
Writing, Editing, Marketing Communications, Public Relations, Press Releases, Newsletters, Copywriting, Social Media Marketing, Copy Editing, Proofreading, Corporate Communications, Strategic Communications, Internal Communications, Social Media, Web Content, Blogging, Content Management, Content Writing, Content Strategy
Education
Saint Louis University 1998 — 2001
M.B.A.
Saint Louis University 1993 — 1997
B.A., Communication
Derek Eftink Derek Eftink's Stifel Financial Corp. Experience July 2008 - September 2009
Job System Administrator at Laclede Gas Company
Industry Hospital & Health Care
Experience
CHAN HEALTHCARE February 2010 - Present
Stifel Financial Corp. July 2008 - September 2009
A.G. Edwards – March 2007 - January 2008
Skills
Microsoft Exchange, Windows Server, XP, Servers, Active Directory
Education
Southeast Missouri State University
Bachelors of Science, Electronics and Information Systems; science
CHAN HEALTHCARE February 2010 - Present
Stifel Financial Corp. July 2008 - September 2009
A.G. Edwards – March 2007 - January 2008
Skills
Microsoft Exchange, Windows Server, XP, Servers, Active Directory
Education
Southeast Missouri State University
Bachelors of Science, Electronics and Information Systems; science
Tim Jost Tim Jost's Stifel Financial Corp. Experience September 2009 - May 2012
Job MBA Class of 2014 at SMU Cox School of Business
Industry Financial Services
Experience
Energy Future Holdings March 2014 - June 2014
Trinity Industries June 2013 - August 2013
Stifel Financial Corp. September 2009 - May 2012
Skills
Equities, Options, Bloomberg, Series 7, Financial Analysis, Market Making, Series 63, Series 55, Series 65, Financial Modeling, Capital Markets, Securities, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
Saint Louis University 2005 — 2008
B.S.B.A., Finance
Energy Future Holdings March 2014 - June 2014
Trinity Industries June 2013 - August 2013
Stifel Financial Corp. September 2009 - May 2012
Skills
Equities, Options, Bloomberg, Series 7, Financial Analysis, Market Making, Series 63, Series 55, Series 65, Financial Modeling, Capital Markets, Securities, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
Saint Louis University 2005 — 2008
B.S.B.A., Finance
Erinn Price's Stifel Financial Corp. Experience May 2012 - Present
Job Investment Professional
Industry Financial Services
Experience
Stifel Financial Corp. May 2012 - Present
Virginia Economic Bridge October 2011 - February 2012
Skills
Financial Analysis, Corporate Finance, Excel, Business Valuation, Portfolio Management, PowerPoint, Financial Reporting, Financial Management, Word, Financial Planning, Financial Modeling, Forecasting, Customer Service, Risk Management, Insurance, Statistics, Research, Customer Relations, Microsoft Word, Finance, Investments, Operations Management, Securities, Mutual Funds, Asset Allocation, Strategic Financial..., Microsoft Excel, Series 7, IRAs, Retirement, Morningstar, Valuation, Bloomberg, Series 66, Financial Services, 529 Plans, 401k Rollovers, Thompson One, Roth IRA, SEP IRA, Equity Trading, Variable Annuities, Outlook, Traditional IRA
Education
Radford University - College of Business and Economics 2010 — 2012
BBA, Finance
University of South Carolina-Columbia 2007 — 2008
Music Education
Stifel Financial Corp. May 2012 - Present
Virginia Economic Bridge October 2011 - February 2012
Skills
Financial Analysis, Corporate Finance, Excel, Business Valuation, Portfolio Management, PowerPoint, Financial Reporting, Financial Management, Word, Financial Planning, Financial Modeling, Forecasting, Customer Service, Risk Management, Insurance, Statistics, Research, Customer Relations, Microsoft Word, Finance, Investments, Operations Management, Securities, Mutual Funds, Asset Allocation, Strategic Financial..., Microsoft Excel, Series 7, IRAs, Retirement, Morningstar, Valuation, Bloomberg, Series 66, Financial Services, 529 Plans, 401k Rollovers, Thompson One, Roth IRA, SEP IRA, Equity Trading, Variable Annuities, Outlook, Traditional IRA
Education
Radford University - College of Business and Economics 2010 — 2012
BBA, Finance
University of South Carolina-Columbia 2007 — 2008
Music Education
Rob Mains Rob Mains's Stifel Financial Corp. Experience May 2012 - September 2014
Job Baseball Researcher at 1800RobMains Ltd.
Industry Research
Experience
Wherever I Happen To Be September 2014 - Present
Stifel Financial Corp. May 2012 - September 2014
Morgan Keegan February 2007 - April 2012
Ryan Beck & Co. February 2005 - February 2007
Advest, Inc. June 1996 - February 2005
First Albany Capital June 1989 - May 1996
Drexel Burnham Lambert September 1983 - April 1988
Skills
Scoring Baseball Games
Education
Yale University 1976 — 1980
BA, Applied Mathematics
Rensselaer Polytechnic Institute 1988 — 1990
MBA, Finance
Wherever I Happen To Be September 2014 - Present
Stifel Financial Corp. May 2012 - September 2014
Morgan Keegan February 2007 - April 2012
Ryan Beck & Co. February 2005 - February 2007
Advest, Inc. June 1996 - February 2005
First Albany Capital June 1989 - May 1996
Drexel Burnham Lambert September 1983 - April 1988
Skills
Scoring Baseball Games
Education
Yale University 1976 — 1980
BA, Applied Mathematics
Rensselaer Polytechnic Institute 1988 — 1990
MBA, Finance
Patricia Flaherty-Olmedo Patricia Flaherty-Olmedo's Stifel Financial Corp. Experience April 2015 - Present
Job Financial and Administrative Professional
Industry Investment Management
Experience
Stifel Financial Corp. April 2015 - Present
Education
Notre Dame of Maryland University 1986 — 1989
BS, Political Science
The Buffalo Seminary 1981 — 1985
Stifel Financial Corp. April 2015 - Present
Education
Notre Dame of Maryland University 1986 — 1989
BS, Political Science
The Buffalo Seminary 1981 — 1985
Vincent Anderson Vincent Anderson's Stifel Financial Corp. Experience October 2013 - Present
Job Associate Analyst at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. October 2013 - Present
New Day Financial June 2012 - October 2013
Rensselaer Polytechnic Institute April 2012 - May 2012
Rensselaer Polytechnic Institute January 2011 - May 2012
CL King & Associates December 2011 - January 2012
New England Engineering, PC December 2007 - August 2010
Skills
Financial Analysis, Financial Modeling, Economics, Microsoft Excel, Report Writing, Competitive Analysis, Industry Analysis, Public Speaking, Hedging, Management, Equities, Mortgage Banking, All-Source Analysis, Due Diligence, Microsoft Office, Research, Data Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2012
B.S. Business Management, Finance, Economics
Christian Brothers Academy 2001 — 2008
Stifel Financial Corp. October 2013 - Present
New Day Financial June 2012 - October 2013
Rensselaer Polytechnic Institute April 2012 - May 2012
Rensselaer Polytechnic Institute January 2011 - May 2012
CL King & Associates December 2011 - January 2012
New England Engineering, PC December 2007 - August 2010
Skills
Financial Analysis, Financial Modeling, Economics, Microsoft Excel, Report Writing, Competitive Analysis, Industry Analysis, Public Speaking, Hedging, Management, Equities, Mortgage Banking, All-Source Analysis, Due Diligence, Microsoft Office, Research, Data Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2012
B.S. Business Management, Finance, Economics
Christian Brothers Academy 2001 — 2008
Luke Matthews's Stifel Financial Corp. Experience May 2014 - August 2014
Job Student at Penn State
Industry Financial Services
Experience
Textron May 2015 - August 2015
Círculo Inmobiliario Meridiana February 2015 - May 2015
DatoSphera January 2015 - February 2015
Penn State Investment Association January 2014 - December 2014
Stifel Financial Corp. May 2014 - August 2014
Talamore Country Club May 2013 - August 2014
Bucks County Department of Parks & Recreation May 2011 - September 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Customer Service, Research, Time Management, Event Planning, Public Speaking, Accounting, Cash Flow Forecasting, Analysis
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services, Major GPA: 4.0
IES Abroad 2015 — 2015
Advanced Spanish Studies Program
Universitat de Barcelona 2015 — 2015
Estudios Hispanicos
Pennsbury High School 2008 — 2012
Textron May 2015 - August 2015
Círculo Inmobiliario Meridiana February 2015 - May 2015
DatoSphera January 2015 - February 2015
Penn State Investment Association January 2014 - December 2014
Stifel Financial Corp. May 2014 - August 2014
Talamore Country Club May 2013 - August 2014
Bucks County Department of Parks & Recreation May 2011 - September 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Customer Service, Research, Time Management, Event Planning, Public Speaking, Accounting, Cash Flow Forecasting, Analysis
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services, Major GPA: 4.0
IES Abroad 2015 — 2015
Advanced Spanish Studies Program
Universitat de Barcelona 2015 — 2015
Estudios Hispanicos
Pennsbury High School 2008 — 2012
Kati Castello Johnson's Stifel Financial Corp. Experience November 2007 - December 2013
Job Middle Office Specialist/Trainer at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Stifel Financial Corp. November 2007 - December 2013
St. Louis Cardinals March 1996 - October 2010
Arsenal Credit Union October 2004 - November 2007
Skills
Social Media, Microsoft Excel, Training, PowerPoint, Microsoft Office, Microsoft Word, Sales, Analysis, Customer Service, Public Speaking, Loans, Outlook, Event Management, Nonprofits, Strategic Planning, Event Planning, Fundraising, Leadership, Theatre
Education
Saint Louis University 1998 — 2003
BS, Technical Theatre/Theatre Design and Technology
Saint Louis University 1998 — 2003
Scottrade December 2013 - Present
Stifel Financial Corp. November 2007 - December 2013
St. Louis Cardinals March 1996 - October 2010
Arsenal Credit Union October 2004 - November 2007
Skills
Social Media, Microsoft Excel, Training, PowerPoint, Microsoft Office, Microsoft Word, Sales, Analysis, Customer Service, Public Speaking, Loans, Outlook, Event Management, Nonprofits, Strategic Planning, Event Planning, Fundraising, Leadership, Theatre
Education
Saint Louis University 1998 — 2003
BS, Technical Theatre/Theatre Design and Technology
Saint Louis University 1998 — 2003
Brock Green Brock Green's Stifel Financial Corp. Experience June 2014 - Present
Job Software Developer at Stifel Financial Corp.
Industry Insurance
Experience
Stifel Financial Corp. June 2014 - Present
Allsup Inc. June 2008 - June 2014
Hunter Engineering June 2007 - August 2007
Skills
DotNetNuke, Website Development, Web Development, SEO, WordPress, CSS, C#, SQL, ASP.NET, Strategic Planning, HTML
Education
Southern Illinois University, Edwardsville 2003 — 2008
B.S., Computer Science
Stifel Financial Corp. June 2014 - Present
Allsup Inc. June 2008 - June 2014
Hunter Engineering June 2007 - August 2007
Skills
DotNetNuke, Website Development, Web Development, SEO, WordPress, CSS, C#, SQL, ASP.NET, Strategic Planning, HTML
Education
Southern Illinois University, Edwardsville 2003 — 2008
B.S., Computer Science
Caroline E. Bailey Caroline E. Bailey's Stifel Financial Corp. Experience July 2015 - Present
Job Sales support/Branch Operation and Compliance
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee June 2014 - July 2015
Oppenheimer & Co. Inc. 2003 - August 2014
CIBC World Markets 2000 - 2003
Skills
Sales, Mutual Funds, Asset Management, Investments, Equities, Wealth Management, Series 63, Financial Services, Series 7
Education
Pace University - Lubin School of Business
Banking and Financial Support Services
Stifel Financial Corp. July 2015 - Present
Sterne Agee June 2014 - July 2015
Oppenheimer & Co. Inc. 2003 - August 2014
CIBC World Markets 2000 - 2003
Skills
Sales, Mutual Funds, Asset Management, Investments, Equities, Wealth Management, Series 63, Financial Services, Series 7
Education
Pace University - Lubin School of Business
Banking and Financial Support Services
Gonzalo Obando Gonzalo Obando's Stifel Financial Corp. Experience June 2015 - August 2015
Job Portfolio Manager at Lemma Senbet Fund
Industry Investment Banking
Experience
Lemma Senbet Fund May 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Greenberg Advisors, LLC January 2015 - March 2015
Capital One June 2014 - August 2014
EJF Capital LLC February 2014 - May 2014
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2016
Bachelor of Science (B.S.), Finance
University of Maryland College Park 2013 — 2016
Bachelor of Arts (B.A.), Economics
Richmond, The American International University in London 2011 — 2013
Finance
The Heights School 2007 — 2011
High School
Lemma Senbet Fund May 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Greenberg Advisors, LLC January 2015 - March 2015
Capital One June 2014 - August 2014
EJF Capital LLC February 2014 - May 2014
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2016
Bachelor of Science (B.S.), Finance
University of Maryland College Park 2013 — 2016
Bachelor of Arts (B.A.), Economics
Richmond, The American International University in London 2011 — 2013
Finance
The Heights School 2007 — 2011
High School
Philip Fonseca Philip Fonseca's Stifel Financial Corp. Experience August 2013 - December 2014
Job Risk Analyst at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services January 2015 - Present
Stifel Financial Corp. August 2013 - December 2014
Scottrade May 2012 - July 2013
Scottrade January 2011 - May 2012
Missouri Athletic Club July 2007 - May 2012
Missouri Athletic Club August 2006 - September 2011
Scottrade June 2010 - August 2010
Skills
Customer Service, Analysis, Microsoft Excel, Series 7, Series 63, Business Development, Time Management, Financial Analysis, Investments
Education
Saint Louis University 2011 — 2012
Bachelor of Science, Economics & International Business
University of Webster Geneva 2010 — 2010
Business, Economics & International Business
Spring Hill College 2008 — 2010
Business, Economics & International Business
Saint Louis Priory School 2003 — 2008
Diploma
Scottrade® Advisor Services January 2015 - Present
Stifel Financial Corp. August 2013 - December 2014
Scottrade May 2012 - July 2013
Scottrade January 2011 - May 2012
Missouri Athletic Club July 2007 - May 2012
Missouri Athletic Club August 2006 - September 2011
Scottrade June 2010 - August 2010
Skills
Customer Service, Analysis, Microsoft Excel, Series 7, Series 63, Business Development, Time Management, Financial Analysis, Investments
Education
Saint Louis University 2011 — 2012
Bachelor of Science, Economics & International Business
University of Webster Geneva 2010 — 2010
Business, Economics & International Business
Spring Hill College 2008 — 2010
Business, Economics & International Business
Saint Louis Priory School 2003 — 2008
Diploma
Andrew Oh Andrew Oh's Stifel Financial Corp. Experience January 1996 - September 1998
Job Chief Investment Officer and Chief Operating Officer at Leerink Pharmaceutical Investments LLC
Industry Financial Services
Experience
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Greg Blome Greg Blome's Stifel Financial Corp. Experience May 2014 - Present
Job Corporate Accountant at Stifel
Industry Accounting
Experience
Stifel Financial Corp. May 2014 - Present
Cassidy Turley November 2012 - April 2014
Avenues.fm LLC October 2012 - December 2013
Southern Illinois University Edwardsville August 2011 - August 2012
Southern Illinois University Edwardsville August 2010 - July 2011
Professional Therapy Services, Inc August 2007 - August 2010
Skills
Tax Accounting, Auditing, Microsoft Excel, Microsoft Word, Data Analysis, QuickBooks, Linear Regression, Entrepreneurship, Social Media, Business Strategy, Macros, Vlookup, MS Excel Pivot Tables, Oracle, PowerPoint, RIA Checkpoint, Yardi Property..., Startup Marketing, Startup Development, Accounting, Accounts Payable, Accounts Receivable, Budgets, Financial Statements, Microsoft Office, Financial Accounting, Financial Analysis
Education
Southern Illinois University, Edwardsville 2007 — 2012
Master of Science (M.S.), Accounting
Southern Illinois University, Edwardsville
Master's degree, Accounting
Stifel Financial Corp. May 2014 - Present
Cassidy Turley November 2012 - April 2014
Avenues.fm LLC October 2012 - December 2013
Southern Illinois University Edwardsville August 2011 - August 2012
Southern Illinois University Edwardsville August 2010 - July 2011
Professional Therapy Services, Inc August 2007 - August 2010
Skills
Tax Accounting, Auditing, Microsoft Excel, Microsoft Word, Data Analysis, QuickBooks, Linear Regression, Entrepreneurship, Social Media, Business Strategy, Macros, Vlookup, MS Excel Pivot Tables, Oracle, PowerPoint, RIA Checkpoint, Yardi Property..., Startup Marketing, Startup Development, Accounting, Accounts Payable, Accounts Receivable, Budgets, Financial Statements, Microsoft Office, Financial Accounting, Financial Analysis
Education
Southern Illinois University, Edwardsville 2007 — 2012
Master of Science (M.S.), Accounting
Southern Illinois University, Edwardsville
Master's degree, Accounting
Kris Yi, CFA Kris Yi, CFA's Stifel Financial Corp. Experience January 2009 - March 2009
Job Associate | Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management May 2013 - Present
JGWPT Holdings, LLC October 2011 - May 2013
Peachtree Financial Solutions November 2009 - October 2011
RBC Wealth Management June 2009 - August 2009
Stifel Financial Corp. January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, Investments, Portfolio Management, Investment Banking, Equities, DCF, Corporate Finance, Asset Managment, Financial Services, Financial Markets, Risk Management, Business Analysis, Series 63, Due Diligence, Capital Markets, Equity Valuation, Asset Allocation, Wealth Management, Structured Finance, Private Equity, Financial Reporting, Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Mergers & Acquisitions, Strategic Financial..., Fixed Income, Finance, M&A experience, Accounting, Quantitative Analytics, Hedge Funds, Analysis, Credit Analysis, Series 7, Insurance
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters of Science, Finance
Saint Louis University 2004 — 2008
Bachelors of Science, Finance
BVNW 2000 — 2004
Rialto Capital Management May 2013 - Present
JGWPT Holdings, LLC October 2011 - May 2013
Peachtree Financial Solutions November 2009 - October 2011
RBC Wealth Management June 2009 - August 2009
Stifel Financial Corp. January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, Investments, Portfolio Management, Investment Banking, Equities, DCF, Corporate Finance, Asset Managment, Financial Services, Financial Markets, Risk Management, Business Analysis, Series 63, Due Diligence, Capital Markets, Equity Valuation, Asset Allocation, Wealth Management, Structured Finance, Private Equity, Financial Reporting, Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Mergers & Acquisitions, Strategic Financial..., Fixed Income, Finance, M&A experience, Accounting, Quantitative Analytics, Hedge Funds, Analysis, Credit Analysis, Series 7, Insurance
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters of Science, Finance
Saint Louis University 2004 — 2008
Bachelors of Science, Finance
BVNW 2000 — 2004
Stephen Siegrist Stephen Siegrist's Stifel Financial Corp. Experience February 2013 - Present
Job Tax Accountant II at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. February 2013 - Present
CPI Corp. April 2012 - July 2012
Siegrist Builders, Inc. March 2005 - April 2012
Skills
General Ledger, GAAP, Financial Accounting, Tax Accounting, Microsoft Excel, Financial Reporting, MS Excel Pivot Tables, Finance, State Tax, Tax Returns, International Tax, Corporate Tax, Tax Research, OneSource, CPA, Tax, Financial Statements, Accounting
Education
Southern Illinois University, Edwardsville 2011 — 2012
Master of Business Administration (MBA)
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor of Science, Accountancy
Stifel Financial Corp. February 2013 - Present
CPI Corp. April 2012 - July 2012
Siegrist Builders, Inc. March 2005 - April 2012
Skills
General Ledger, GAAP, Financial Accounting, Tax Accounting, Microsoft Excel, Financial Reporting, MS Excel Pivot Tables, Finance, State Tax, Tax Returns, International Tax, Corporate Tax, Tax Research, OneSource, CPA, Tax, Financial Statements, Accounting
Education
Southern Illinois University, Edwardsville 2011 — 2012
Master of Business Administration (MBA)
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor of Science, Accountancy
Cecilia Kim's Stifel Financial Corp. Experience July 2015 - Present
Job Client Service Associate to Financial Advisor at Stifel Financial Corp.
Industry Apparel & Fashion
Experience
Stifel Financial Corp. July 2015 - Present
UBER Headquarters April 2015 - May 2015
First Republic Bank October 2014 - March 2015
Us bank September 2013 - October 2014
S.B. Financial April 2014 - July 2014
J.P. Morgan Chase April 2011 - May 2012
Wells Fargo December 2007 - December 2010
Wet Seal June 2006 - November 2006
Skills
Fashion Shows, Visual Merchandising, Product Development, Merchandising, Visual Promotion, Window Displays, Sales Plan, Microsoft Office, Bilingual-English/Korean, Interpersonal Skill, Organizational..., Organization, Fast and Eager Learner, Setting Priorities, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Retail, Event Planning
Education
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Apparel Design & Merchandising
Stifel Financial Corp. July 2015 - Present
UBER Headquarters April 2015 - May 2015
First Republic Bank October 2014 - March 2015
Us bank September 2013 - October 2014
S.B. Financial April 2014 - July 2014
J.P. Morgan Chase April 2011 - May 2012
Wells Fargo December 2007 - December 2010
Wet Seal June 2006 - November 2006
Skills
Fashion Shows, Visual Merchandising, Product Development, Merchandising, Visual Promotion, Window Displays, Sales Plan, Microsoft Office, Bilingual-English/Korean, Interpersonal Skill, Organizational..., Organization, Fast and Eager Learner, Setting Priorities, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Retail, Event Planning
Education
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Apparel Design & Merchandising
Jared Brotman's Stifel Financial Corp. Experience June 2015 - July 2015
Job Finance Student Seeking Summer Internship
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - July 2015
BMW Group May 2014 - August 2014
Zero Gravity Clothes June 2013 - June 2014
Danville Desserts (Formerly Yogurtopia) December 2010 - August 2013
Skills
Microsoft Office, Leadership, Customer Satisfaction, Continuous Improvement, Vehicles, Team Leadership, Time Management, Social Media, Microsoft Excel, Microsoft Word, Automotive, PowerPoint, Thompson One, Management, Customer Service, Teamwork, Social Networking, Problem Solving, Finance, Financial Accounting, Corporate Finance
Education
Sonoma State University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Financial Management
Stifel Financial Corp. June 2015 - July 2015
BMW Group May 2014 - August 2014
Zero Gravity Clothes June 2013 - June 2014
Danville Desserts (Formerly Yogurtopia) December 2010 - August 2013
Skills
Microsoft Office, Leadership, Customer Satisfaction, Continuous Improvement, Vehicles, Team Leadership, Time Management, Social Media, Microsoft Excel, Microsoft Word, Automotive, PowerPoint, Thompson One, Management, Customer Service, Teamwork, Social Networking, Problem Solving, Finance, Financial Accounting, Corporate Finance
Education
Sonoma State University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Financial Management
Zach Lowe's Stifel Financial Corp. Experience September 2015 - Present
Job Human Resources Intern at St. Louis Blues
Industry Sports
Experience
Stifel Financial Corp. September 2015 - Present
Richeson Funeral Home 2012 - Present
St. Louis Blues February 2015 - September 2015
YRC Worldwide, Inc. 2010 - 2012
R+L Carriers 2009 - 2010
Skills
Employee Relations, Human Resources, HRIS, Compensation & Benefits, ADP HRB, Customer Service, Microsoft Excel, Microsoft Office, Organizational..., Culture Change, Diversity & Inclusion, Public Speaking
Education
Southern Illinois University, Edwardsville 2015 — 2019
B.S. Employment Relations; Sociology, Human Resources/ Organizational Development
Southern Illinois University, Edwardsville 2010 — 2015
Bachelor's of Science, Employment Relation; Sociology
Stifel Financial Corp. September 2015 - Present
Richeson Funeral Home 2012 - Present
St. Louis Blues February 2015 - September 2015
YRC Worldwide, Inc. 2010 - 2012
R+L Carriers 2009 - 2010
Skills
Employee Relations, Human Resources, HRIS, Compensation & Benefits, ADP HRB, Customer Service, Microsoft Excel, Microsoft Office, Organizational..., Culture Change, Diversity & Inclusion, Public Speaking
Education
Southern Illinois University, Edwardsville 2015 — 2019
B.S. Employment Relations; Sociology, Human Resources/ Organizational Development
Southern Illinois University, Edwardsville 2010 — 2015
Bachelor's of Science, Employment Relation; Sociology
Alexandra Larkin's Stifel Financial Corp. Experience June 2015 - Present
Job Student at Southern Methodist University
Industry Marketing and Advertising
Experience
Stifel Financial Corp. June 2015 - Present
Burch Creative Capital June 2013 - August 2013
Skills
Leadership, Marketing, Presentations, Social Media, Strategy, Business Strategy, Event Planning, Organization, Trend Analysis
Education
Southern Methodist University 2013 — 2017
Stifel Financial Corp. June 2015 - Present
Burch Creative Capital June 2013 - August 2013
Skills
Leadership, Marketing, Presentations, Social Media, Strategy, Business Strategy, Event Planning, Organization, Trend Analysis
Education
Southern Methodist University 2013 — 2017
Patricia Abernathy Patricia Abernathy's Stifel Financial Corp. Experience 2004 - 2007
Job Sales Manager at Hyatt Regency St. Louis at The Arch
Industry Hospitality
Experience
Hyatt Regency St. Louis at The Arch June 2009 - Present
Hyatt Regency St. Louis at The Arch July 2008 - June 2009
Hyatt Regency St. Louis at The Arch March 2008 - July 2008
Fusion Performance Marketing 2007 - 2008
Stifel Financial Corp. 2004 - 2007
Maritz Travel Company 2000 - 2004
Skills
Meeting Planning, Sales, Hospitality Industry, Hotels, Convention Services, Hospitality, Resorts, Customer Service, Event Planning, Team Building, Tourism, Hospitality Management, Hotel Management, Trade Shows, Corporate Events, Event Management
Education
Southeast Missouri State University 1993 — 1998
Bachelor of Science, Photography, Business, Imaging Technoligies, Art
Hyatt Regency St. Louis at The Arch June 2009 - Present
Hyatt Regency St. Louis at The Arch July 2008 - June 2009
Hyatt Regency St. Louis at The Arch March 2008 - July 2008
Fusion Performance Marketing 2007 - 2008
Stifel Financial Corp. 2004 - 2007
Maritz Travel Company 2000 - 2004
Skills
Meeting Planning, Sales, Hospitality Industry, Hotels, Convention Services, Hospitality, Resorts, Customer Service, Event Planning, Team Building, Tourism, Hospitality Management, Hotel Management, Trade Shows, Corporate Events, Event Management
Education
Southeast Missouri State University 1993 — 1998
Bachelor of Science, Photography, Business, Imaging Technoligies, Art
Asha Smith's Stifel Financial Corp. Experience September 2014 - January 2015
Job Executive Assistant at American Shared Hospital Services
Industry Executive Office
Experience
American Shared Hospital Services June 2015 - Present
Macerich January 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
San Francisco State University September 2013 - August 2014
Little Steps May 2012 - May 2013
Strategies for Wealth September 2009 - June 2011
Vibe Magazine January 2008 - March 2008
Montefiore Medical Center June 2005 - May 2007
Skills
Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Customer Service, Research, Outlook, Facebook, Grant Writing, Data Entry, Social Networking, Community Outreach, Microsoft Excel, Qualitative Research, Nonprofits, Event Planning
Education
State University of New York College at Purchase 2008 — 2012
Bachelor of Arts (B.A.), Sociology and Arts Management
Ossining High School 2004 — 2008
American Shared Hospital Services June 2015 - Present
Macerich January 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
San Francisco State University September 2013 - August 2014
Little Steps May 2012 - May 2013
Strategies for Wealth September 2009 - June 2011
Vibe Magazine January 2008 - March 2008
Montefiore Medical Center June 2005 - May 2007
Skills
Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Customer Service, Research, Outlook, Facebook, Grant Writing, Data Entry, Social Networking, Community Outreach, Microsoft Excel, Qualitative Research, Nonprofits, Event Planning
Education
State University of New York College at Purchase 2008 — 2012
Bachelor of Arts (B.A.), Sociology and Arts Management
Ossining High School 2004 — 2008
Jeffrey Nolin-Gale's Stifel Financial Corp. Experience March 2015 - Present
Job Compliance Analyst/Policies and Procedures at Stifel Financial Corp.
Industry Investment Management
Experience
Stifel Financial Corp. March 2015 - Present
Frey Farms Produce September 2014 - February 2015
The Wayne County Press April 2013 - September 2014
Huck's Convenience Stores June 2012 - April 2013
Monsanto Company March 2012 - May 2012
United Way of Greater St. Louis September 2011 - March 2012
Skills
Marketing Strategy, Print advertising, Microsoft Office, Social Media, Journalism, Newspaper, Interaction Design, Creative Development, Verbal Communication, Written Communication, Interviewing, Data Collection, Communications Strategy, Marketing Communications, Corporate Communications, Crisis Communications, Internal Communications, Strategy Development, Public Speaking, Public Relations, Program Management, Client Engagement, Sales Management, Operations, Design, Creative Thinking, Building Relationships, Analysis, Customer Engagement, Strategic Communications, Inserts, Copy Editing, AP Style, News Writing, Social Networking, Press Releases, Proofreading, Storytelling, Blogging, Creative Writing, Newspapers, Editing, Facebook, Interviews, Creative Direction, Strategy
Education
Southern Illinois University, Edwardsville 2009 — 2011
Bachelor of Science (B.S.), Speech Communication and Rhetoric, 3.0
Frontier Community College 2005 — 2007
Associate of Science (A.S.), General Studies, 3.0
Stifel Financial Corp. March 2015 - Present
Frey Farms Produce September 2014 - February 2015
The Wayne County Press April 2013 - September 2014
Huck's Convenience Stores June 2012 - April 2013
Monsanto Company March 2012 - May 2012
United Way of Greater St. Louis September 2011 - March 2012
Skills
Marketing Strategy, Print advertising, Microsoft Office, Social Media, Journalism, Newspaper, Interaction Design, Creative Development, Verbal Communication, Written Communication, Interviewing, Data Collection, Communications Strategy, Marketing Communications, Corporate Communications, Crisis Communications, Internal Communications, Strategy Development, Public Speaking, Public Relations, Program Management, Client Engagement, Sales Management, Operations, Design, Creative Thinking, Building Relationships, Analysis, Customer Engagement, Strategic Communications, Inserts, Copy Editing, AP Style, News Writing, Social Networking, Press Releases, Proofreading, Storytelling, Blogging, Creative Writing, Newspapers, Editing, Facebook, Interviews, Creative Direction, Strategy
Education
Southern Illinois University, Edwardsville 2009 — 2011
Bachelor of Science (B.S.), Speech Communication and Rhetoric, 3.0
Frontier Community College 2005 — 2007
Associate of Science (A.S.), General Studies, 3.0
Andrew Newbury Andrew Newbury's Stifel Financial Corp. Experience July 2013 - February 2015
Job Helping financial professionals achieve success, one connection at a time
Industry Financial Services
Experience
The Guardian Life Insurance Company of America February 2015 - Present
Stifel Financial Corp. July 2013 - February 2015
Stifel Financial Corp. July 2013 - April 2014
City of Granite City, IL - I.T. Department February 2013 - July 2013
Seyer Industries June 2011 - July 2013
Missouri Power Transmission May 2008 - June 2011
Education
Southern Illinois University, Edwardsville 2010 — 2013
Bachelor of Science (B.S.), Business Administration specializing in MIS
Prairie State College
Associate of Arts (A.A.)
The Guardian Life Insurance Company of America February 2015 - Present
Stifel Financial Corp. July 2013 - February 2015
Stifel Financial Corp. July 2013 - April 2014
City of Granite City, IL - I.T. Department February 2013 - July 2013
Seyer Industries June 2011 - July 2013
Missouri Power Transmission May 2008 - June 2011
Education
Southern Illinois University, Edwardsville 2010 — 2013
Bachelor of Science (B.S.), Business Administration specializing in MIS
Prairie State College
Associate of Arts (A.A.)
John C. Farley, AAMS's Stifel Financial Corp. Experience November 2005 - November 2011
Job President/Owner at Newport Wealth Management
Industry Financial Services
Experience
Newport Wealth Management November 2011 - Present
LPL Financial 2011 - 2015
Stifel Financial Corp. November 2005 - November 2011
Advest, Inc. October 1989 - November 2005
Skills
Retirement Planning, Tax Free Income, Stock Picking, Strategic Financial..., Series 7, Investments, FINRA, Series 65, Investment Strategies, Portfolio Management, Financial Services, Fixed Annuities, Insurance, Financial Planning
Education
Oliver Wolcott Regional Vocational Technical Sch 1979 — 1983
College for Financial Planning
Newport Wealth Management November 2011 - Present
LPL Financial 2011 - 2015
Stifel Financial Corp. November 2005 - November 2011
Advest, Inc. October 1989 - November 2005
Skills
Retirement Planning, Tax Free Income, Stock Picking, Strategic Financial..., Series 7, Investments, FINRA, Series 65, Investment Strategies, Portfolio Management, Financial Services, Fixed Annuities, Insurance, Financial Planning
Education
Oliver Wolcott Regional Vocational Technical Sch 1979 — 1983
College for Financial Planning
Rod Robison Rod Robison's Stifel Financial Corp. Experience October 2013 - Present
Job Fixed Income Research Analyst | Technologies
Industry Financial Services
Experience
Stifel Financial Corp. October 2013 - Present
Southwest Tennessee Community College August 2011 - Present
Raymond James Financial Inc. Morgan Keegan February 2012 - September 2013
MF Global September 2007 - November 2011
Refco 1978 - 2006
Skills
Software Development, C#, Business Analysis, VB.NET, Systems Analysis, .NET, Project Management, SQL, ASP.NET, C++, Microsoft SQL Server, Java, Visual Basic, Windows, Programming, Visual Studio, ASP, Business Intelligence, Integration, SharePoint, Application Development, Microsoft Office, C, JavaScript, Visio
Education
Oklahoma State University
MS, Computing and Information Sciences
Oklahoma State University
BS, Mathematics
Southwest Tennessee Community College
Instructor / non-degree student, Information Technology
Stifel Financial Corp. October 2013 - Present
Southwest Tennessee Community College August 2011 - Present
Raymond James Financial Inc. Morgan Keegan February 2012 - September 2013
MF Global September 2007 - November 2011
Refco 1978 - 2006
Skills
Software Development, C#, Business Analysis, VB.NET, Systems Analysis, .NET, Project Management, SQL, ASP.NET, C++, Microsoft SQL Server, Java, Visual Basic, Windows, Programming, Visual Studio, ASP, Business Intelligence, Integration, SharePoint, Application Development, Microsoft Office, C, JavaScript, Visio
Education
Oklahoma State University
MS, Computing and Information Sciences
Oklahoma State University
BS, Mathematics
Southwest Tennessee Community College
Instructor / non-degree student, Information Technology
Kyle Grossart Kyle Grossart's Stifel Financial Corp. Experience April 2015 - Present
Job Financial Advisor/Management
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Skills
Investments, Mutual Funds, Series 63, Leadership, Strategic Planning, Wealth Management, Alternative Investments, Public Speaking, Series 7, Marketing, Public Relations, Customer Service, Team Building
Education
Oregon State University
Stifel Financial Corp. April 2015 - Present
Skills
Investments, Mutual Funds, Series 63, Leadership, Strategic Planning, Wealth Management, Alternative Investments, Public Speaking, Series 7, Marketing, Public Relations, Customer Service, Team Building
Education
Oregon State University
Gillian Serby Gillian Serby's Stifel Financial Corp. Experience May 2013 - Present
Job J.D. Candidate at Brooklyn Law School
Industry Legal Services
Experience
Stifel Financial Corp. May 2013 - Present
Morris K. Mitrani, P.C. March 2010 - Present
Law Offices of Richard J. Conte, Esq. August 2009 - March 2010
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (J.D.)
Rice University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Stifel Financial Corp. May 2013 - Present
Morris K. Mitrani, P.C. March 2010 - Present
Law Offices of Richard J. Conte, Esq. August 2009 - March 2010
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (J.D.)
Rice University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Debra Schalk Debra Schalk's Stifel Financial Corp. Experience 1996 - 1997
Job Head Retail Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Kyle Sauerwein Kyle Sauerwein's Stifel Financial Corp. Experience January 2013 - June 2015
Job Master's Degree In Finance and Economics
Industry Financial Services
Experience
Stifel Financial Corp. January 2013 - June 2015
Stifel Financial Corp. March 2007 - January 2013
Skills
Series 7, Strategic Financial..., Mortgage Lending, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, FINRA, Retirement, Wealth Management..., Investment Advisory, Securities, Trading, Financial Analysis, Finance, Financial Planning, Fixed Income
Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Business Administration
Southern Illinois University, Edwardsville
Master's degree, Economics And Finance
Stifel Financial Corp. January 2013 - June 2015
Stifel Financial Corp. March 2007 - January 2013
Skills
Series 7, Strategic Financial..., Mortgage Lending, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, FINRA, Retirement, Wealth Management..., Investment Advisory, Securities, Trading, Financial Analysis, Finance, Financial Planning, Fixed Income
Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Business Administration
Southern Illinois University, Edwardsville
Master's degree, Economics And Finance
Allison Grapperhaus Allison Grapperhaus's Stifel Financial Corp. Experience January 2004 - February 2010
Job Financial Analyst, Sr. at Saint Louis University
Industry Higher Education
Experience
Saint Louis University January 2011 - Present
Saint Louis University February 2010 - January 2011
Stifel Financial Corp. January 2004 - February 2010
Skills
SAS, SAS programming, Research, Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Office, Financial Analysis, Financial Modeling, Accounting, Event Planning, Budgets, Team Building, Data Analysis
Education
Southern Illinois University, Edwardsville 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Saint Louis University January 2011 - Present
Saint Louis University February 2010 - January 2011
Stifel Financial Corp. January 2004 - February 2010
Skills
SAS, SAS programming, Research, Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Office, Financial Analysis, Financial Modeling, Accounting, Event Planning, Budgets, Team Building, Data Analysis
Education
Southern Illinois University, Edwardsville 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Artavis Brown's Stifel Financial Corp. Experience January 2013 - Present
Job Senior Network Engineer at Stifel Financial Corp.
Industry Computer Networking
Experience
Stifel Financial Corp. January 2013 - Present
Verizon Business November 2009 - January 2013
Verizon Federal Network Systems March 2005 - November 2011
DISA CONUS March 2005 - November 2011
XO Communications 2000 - 2003
US Army Signal Corps Training Center B-447 Signal Battalion 1993 - 2000
US Army 1993 - 2000
Skills
Switches, Routers, Cisco Technologies, Network Engineering, Firewalls, Juniper, LAN-WAN, Routing, BGP, Network Security, Security, TCP/IP, Network Design, VPN, OSPF, Computer Network..., Networking, Telecommunications, Troubleshooting, Hardware, Cisco Routers, Information Assurance, IP, T1, WAN, MPLS, Routing Protocols, Network Administration, Ethernet, Cisco IOS, Security+, Unix, JUNOS, Network Architecture, Technical Support, Cisco Call Manager, Servers, DNS, Data Center, EIGRP, Frame Relay, Citrix Netscaler Load...
Education
CompTIA 2011 — 2011
Security+, Computer Network Security, Certificate
Juniper Networks 2009 — 2009
JNCIS, Juniper Networks Certified Internet Specialist
Cisco Systems 2008 — 2008
CCENT, Cisco Certified Entry Networking Technician
Park University 2004 — 2008
Bachelors, Management/Computer Information Systems
Juniper Networks 2007 — 2007
JNCIA, Juniper Networks Certified Internet Associate
Stifel Financial Corp. January 2013 - Present
Verizon Business November 2009 - January 2013
Verizon Federal Network Systems March 2005 - November 2011
DISA CONUS March 2005 - November 2011
XO Communications 2000 - 2003
US Army Signal Corps Training Center B-447 Signal Battalion 1993 - 2000
US Army 1993 - 2000
Skills
Switches, Routers, Cisco Technologies, Network Engineering, Firewalls, Juniper, LAN-WAN, Routing, BGP, Network Security, Security, TCP/IP, Network Design, VPN, OSPF, Computer Network..., Networking, Telecommunications, Troubleshooting, Hardware, Cisco Routers, Information Assurance, IP, T1, WAN, MPLS, Routing Protocols, Network Administration, Ethernet, Cisco IOS, Security+, Unix, JUNOS, Network Architecture, Technical Support, Cisco Call Manager, Servers, DNS, Data Center, EIGRP, Frame Relay, Citrix Netscaler Load...
Education
CompTIA 2011 — 2011
Security+, Computer Network Security, Certificate
Juniper Networks 2009 — 2009
JNCIS, Juniper Networks Certified Internet Specialist
Cisco Systems 2008 — 2008
CCENT, Cisco Certified Entry Networking Technician
Park University 2004 — 2008
Bachelors, Management/Computer Information Systems
Juniper Networks 2007 — 2007
JNCIA, Juniper Networks Certified Internet Associate
Chelsea Renner (Heap) Chelsea Renner (Heap)'s Stifel Financial Corp. Experience July 2013 - Present
Job Accountant II at Stifel Nicolaus
Industry Accounting
Experience
Stifel Financial Corp. July 2013 - Present
Laclede Gas Company May 2011 - July 2013
Advanced Tax Strategies January 2009 - July 2011
Regions Bank February 2007 - August 2009
Affordable Cleaners April 2004 - February 2007
Skills
Financial Accounting, Corporate Financial..., Natural Gas, Financial Reporting, Allocations, Cost Allocation, Financial Analysis, Monthly Close Process, Accounting, Accounts Receivable, Budgets, Financial Statements, Internal Audit, Variance Analysis
Education
Southern Illinois University, Edwardsville 2014 — 2016
Master of Business Administration (MBA)
Southern Illinois University, Edwardsville 2008 — 2010
Bachelors of Science, Accountancy
Southwestern Illinois College
Associate of Arts, Accountancy; Accounting
Stifel Financial Corp. July 2013 - Present
Laclede Gas Company May 2011 - July 2013
Advanced Tax Strategies January 2009 - July 2011
Regions Bank February 2007 - August 2009
Affordable Cleaners April 2004 - February 2007
Skills
Financial Accounting, Corporate Financial..., Natural Gas, Financial Reporting, Allocations, Cost Allocation, Financial Analysis, Monthly Close Process, Accounting, Accounts Receivable, Budgets, Financial Statements, Internal Audit, Variance Analysis
Education
Southern Illinois University, Edwardsville 2014 — 2016
Master of Business Administration (MBA)
Southern Illinois University, Edwardsville 2008 — 2010
Bachelors of Science, Accountancy
Southwestern Illinois College
Associate of Arts, Accountancy; Accounting
Lindsay Piaker's Stifel Financial Corp. Experience April 2013 - June 2013
Job Data Management and Strategic Accounts Analyst at Edrington
Industry Wine and Spirits
Experience
Edrington June 2015 - Present
Bloomingdale's June 2014 - May 2015
Bloomingdale's June 2014 - August 2014
Bloomingdale's June 2013 - August 2013
Stifel Financial Corp. April 2013 - June 2013
Jewish Federation of Greater Hartford June 2011 - September 2011
Winsby Inc March 2011 - May 2011
YMCA Camp Coniston June 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Research, Retail, Fashion Buying, Customer Service, IBM Mainframe, Financial Modeling, Public Finance, Municipal Bonds, Public Speaking, Marketing Communications, Prezi, Proficient French, Leadership
Education
Northwestern University 2010 — 2014
Bachelor of Arts (BA), Economics and Communication Studies, Minor in Business Institutions
University of Melbourne 2012 — 2012
Commerce, Media & Communications
William H. Hall High School 2006 — 2010
Edrington June 2015 - Present
Bloomingdale's June 2014 - May 2015
Bloomingdale's June 2014 - August 2014
Bloomingdale's June 2013 - August 2013
Stifel Financial Corp. April 2013 - June 2013
Jewish Federation of Greater Hartford June 2011 - September 2011
Winsby Inc March 2011 - May 2011
YMCA Camp Coniston June 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Research, Retail, Fashion Buying, Customer Service, IBM Mainframe, Financial Modeling, Public Finance, Municipal Bonds, Public Speaking, Marketing Communications, Prezi, Proficient French, Leadership
Education
Northwestern University 2010 — 2014
Bachelor of Arts (BA), Economics and Communication Studies, Minor in Business Institutions
University of Melbourne 2012 — 2012
Commerce, Media & Communications
William H. Hall High School 2006 — 2010
Devin Gowen Devin Gowen's Stifel Financial Corp. Experience June 2015 - Present
Job Adminstrative Assistant
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Gowen Realty June 2013 - January 2014
National Cherry Festival January 2012 - August 2012
Southern New Hampshire University September 2008 - December 2011
Follett Higher Education Group September 2010 - 2011
Waterville Valley Ski Resort November 2005 - April 2010
Skills
Customer Service, Microsoft Office, Event Management, PowerPoint, Non-profits, Volunteer Management, Microsoft CRM, Volunteer Recruiting, Cold Calling, Sales, Advertising, Management, Nonprofits
Education
Southern New Hampshire University 2008 — 2012
BS, Marketing
Stifel Financial Corp. June 2015 - Present
Gowen Realty June 2013 - January 2014
National Cherry Festival January 2012 - August 2012
Southern New Hampshire University September 2008 - December 2011
Follett Higher Education Group September 2010 - 2011
Waterville Valley Ski Resort November 2005 - April 2010
Skills
Customer Service, Microsoft Office, Event Management, PowerPoint, Non-profits, Volunteer Management, Microsoft CRM, Volunteer Recruiting, Cold Calling, Sales, Advertising, Management, Nonprofits
Education
Southern New Hampshire University 2008 — 2012
BS, Marketing
James Janesky James Janesky's Stifel Financial Corp. Experience 2004 - 2010
Job Managing Director Investment Banking at Corporate Fuel Advisors
Industry Investment Banking
Experience
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Josh Giedeman Josh Giedeman's Stifel Financial Corp. Experience January 2012 - May 2012
Job Sales Manager at WebStar Corp.
Industry Internet
Experience
WebStar Corp. May 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Wells Fargo Advisors February 2006 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, BETA, RUMBA, Thompson One, Einstein, Lotus Notes, MIcrosoft .NET 2003
Education
Southwestern Illinois College 2005 — 2006
Business Management
Southern Illinois University, Edwardsville 2004 — 2005
Business Management
WebStar Corp. May 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Wells Fargo Advisors February 2006 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, BETA, RUMBA, Thompson One, Einstein, Lotus Notes, MIcrosoft .NET 2003
Education
Southwestern Illinois College 2005 — 2006
Business Management
Southern Illinois University, Edwardsville 2004 — 2005
Business Management
Timothy Ayres Timothy Ayres's Stifel Financial Corp. Experience August 2013 - Present
Job Accountant at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. August 2013 - Present
State Street Bank June 2012 - July 2013
Skills
Financial Reporting, Data Analysis, Research, Accounting, Financial Analysis, Financial Accounting
Education
Rockhurst University 2012 — 2013
Master of Business Administration, MBA - Accounting
Rockhurst University 2008 — 2012
Bachelor of Science in Business Administration, Accounting
Stifel Financial Corp. August 2013 - Present
State Street Bank June 2012 - July 2013
Skills
Financial Reporting, Data Analysis, Research, Accounting, Financial Analysis, Financial Accounting
Education
Rockhurst University 2012 — 2013
Master of Business Administration, MBA - Accounting
Rockhurst University 2008 — 2012
Bachelor of Science in Business Administration, Accounting
Carl Veenendaal, MPH Carl Veenendaal, MPH's Stifel Financial Corp. Experience May 2008 - May 2009
Job Client Services Team Lead
Industry Health, Wellness and Fitness
Experience
Interra Health, Inc. March 2014 - Present
Interra Health, Inc. July 2012 - March 2014
Lincare Holdings, Inc 2009 - 2010
Stifel Financial Corp. May 2008 - May 2009
Receivable Management Corporation (RMC) 2007 - 2007
Skills
Management, Healthcare, Public Speaking, Microsoft Office, Event Planning, Customer Service, Microsoft Excel, PowerPoint, Community Outreach, Public Health, Microsoft Word, Health Promotion, Research, Health Education, Nutrition, Program Development, Grant Writing, Sales, Wellness, Employee Wellness, Fundraising
Education
Westminster College 2010 — 2012
Master of Public Health (M.P.H.), Public Health
Ripon College 2004 — 2008
Bachelor's degree, Business Administration, Leadership Studies
Interra Health, Inc. March 2014 - Present
Interra Health, Inc. July 2012 - March 2014
Lincare Holdings, Inc 2009 - 2010
Stifel Financial Corp. May 2008 - May 2009
Receivable Management Corporation (RMC) 2007 - 2007
Skills
Management, Healthcare, Public Speaking, Microsoft Office, Event Planning, Customer Service, Microsoft Excel, PowerPoint, Community Outreach, Public Health, Microsoft Word, Health Promotion, Research, Health Education, Nutrition, Program Development, Grant Writing, Sales, Wellness, Employee Wellness, Fundraising
Education
Westminster College 2010 — 2012
Master of Public Health (M.P.H.), Public Health
Ripon College 2004 — 2008
Bachelor's degree, Business Administration, Leadership Studies
T. William Hartzler's Stifel Financial Corp. Experience June 2012 - July 2014
Job Compliance Analyst
Industry Financial Services
Experience
Bank-Affiliated Broker/Dealer July 2014 - Present
Stifel Financial Corp. June 2012 - July 2014
Saint Louis University Department of Public Safety August 2009 - June 2012
Stifel Nicolaus May 2010 - May 2012
Boy Scouts of America 2007 - 2009
Skills
Management, Marketing, Insurance, Microsoft Office, Networking, Leadership, Business, Life Insurance, Analysis, Start-ups, Disability Insurance, Strategic Planning, Team Building, Volunteer Management, Leadership Development, Financial Services, Business Strategy, Marketing Strategy, Sales Management, Key Account Management, Series 24, Financial Analysis, Series 7, Fundraising, Finance
Education
Saint Louis University 2007 — 2012
B.S.B.A, Finance
Saint Louis University High School 2004 — 2008
Bank-Affiliated Broker/Dealer July 2014 - Present
Stifel Financial Corp. June 2012 - July 2014
Saint Louis University Department of Public Safety August 2009 - June 2012
Stifel Nicolaus May 2010 - May 2012
Boy Scouts of America 2007 - 2009
Skills
Management, Marketing, Insurance, Microsoft Office, Networking, Leadership, Business, Life Insurance, Analysis, Start-ups, Disability Insurance, Strategic Planning, Team Building, Volunteer Management, Leadership Development, Financial Services, Business Strategy, Marketing Strategy, Sales Management, Key Account Management, Series 24, Financial Analysis, Series 7, Fundraising, Finance
Education
Saint Louis University 2007 — 2012
B.S.B.A, Finance
Saint Louis University High School 2004 — 2008
Jordan Longhi's Stifel Financial Corp. Experience January 2014 - April 2015
Job Digital Manager
Industry Marketing and Advertising
Experience
Burns & Associates, Management October 2014 - Present
Stifel Financial Corp. January 2014 - April 2015
Stifel Financial Corp. July 2012 - January 2014
Stifel Financial Corp. January 2009 - July 2012
Skills
Data Analysis, SQL, Business Analysis, Securities, Digital Marketing, Google Adwords..., PPC Bid Management, Microsoft Office, HTML, Investments, Series 7, Customer Service, Series 63, OS X, Project Management, Digital Strategy, Technical Analysis, SharePoint, WordPress, Equity Trading, Security Analysis, PHP
Education
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (B.S.), Finance
Burns & Associates, Management October 2014 - Present
Stifel Financial Corp. January 2014 - April 2015
Stifel Financial Corp. July 2012 - January 2014
Stifel Financial Corp. January 2009 - July 2012
Skills
Data Analysis, SQL, Business Analysis, Securities, Digital Marketing, Google Adwords..., PPC Bid Management, Microsoft Office, HTML, Investments, Series 7, Customer Service, Series 63, OS X, Project Management, Digital Strategy, Technical Analysis, SharePoint, WordPress, Equity Trading, Security Analysis, PHP
Education
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (B.S.), Finance
Ashley Ambuel, PHR's Stifel Financial Corp. Experience April 2015 - Present
Job Director, Employee Relations
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Stifel Financial Corp. August 2014 - April 2015
Lord & Taylor, a division of Hudson's Bay Company August 2012 - August 2014
Solutia Inc. April 2011 - August 2012
Solutia July 2008 - April 2011
Solutia Inc. January 2008 - July 2008
Spherion July 2007 - January 2008
Skills
HRIS, Onboarding, Succession Planning, Talent Acquisition, Employee Relations, Applicant Tracking..., Change Management, Employment Law, Human Resources, Interviews, New Hire Orientations, Personnel Management, Recruiting, Temporary Placement
Education
Southern Illinois University, Edwardsville 2002 — 2007
Bachelors of Science, Psychology, Criminal Justice
Stifel Financial Corp. April 2015 - Present
Stifel Financial Corp. August 2014 - April 2015
Lord & Taylor, a division of Hudson's Bay Company August 2012 - August 2014
Solutia Inc. April 2011 - August 2012
Solutia July 2008 - April 2011
Solutia Inc. January 2008 - July 2008
Spherion July 2007 - January 2008
Skills
HRIS, Onboarding, Succession Planning, Talent Acquisition, Employee Relations, Applicant Tracking..., Change Management, Employment Law, Human Resources, Interviews, New Hire Orientations, Personnel Management, Recruiting, Temporary Placement
Education
Southern Illinois University, Edwardsville 2002 — 2007
Bachelors of Science, Psychology, Criminal Justice
Tim DeFosset's Stifel Financial Corp. Experience June 2013 - September 2014
Job Risk and Compliance Manager at Protiviti
Industry Insurance
Experience
Protiviti July 2015 - Present
Protiviti September 2014 - Present
Stifel Financial Corp. June 2013 - September 2014
Reinsurance Group of America October 2011 - June 2013
Reinsurance Group of America June 2010 - October 2011
Renaissance Financial July 2009 - May 2010
Skills
Auditing, Internal Controls, Internal Audit, Investment Management, Investments, SOX Compliancy, Control Theory, Quality Control, Contract Negotiation, Project Management, Project Planning, International Project..., International Relations, Standards Compliance, Compliance Testing, Financial Modeling
Education
Saint Louis University 2011 — 2013
MBA, Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Protiviti July 2015 - Present
Protiviti September 2014 - Present
Stifel Financial Corp. June 2013 - September 2014
Reinsurance Group of America October 2011 - June 2013
Reinsurance Group of America June 2010 - October 2011
Renaissance Financial July 2009 - May 2010
Skills
Auditing, Internal Controls, Internal Audit, Investment Management, Investments, SOX Compliancy, Control Theory, Quality Control, Contract Negotiation, Project Management, Project Planning, International Project..., International Relations, Standards Compliance, Compliance Testing, Financial Modeling
Education
Saint Louis University 2011 — 2013
MBA, Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Neil Freeland Neil Freeland's Stifel Financial Corp. Experience January 2015 - Present
Job Business Analyst at Stifel Financial Corp.
Industry Marketing and Advertising
Experience
Stifel Financial Corp. January 2015 - Present
Edward Jones November 2014 - January 2015
CenturyLink August 2014 - October 2014
UniGroup, Inc April 2014 - July 2014
Passages Hospice November 2012 - February 2014
Enterprise Fleet Management November 2007 - November 2012
ALDI Stores May 2007 - November 2007
Avis Budget Group May 2002 - December 2006
Holiday Inn August 2003 - August 2005
Skills
Forecasting, Budgets, Accounting, Customer Service, Sales, Internal Controls, PeopleSoft, Management, Business Planning, Cash Flow, Process Improvement, Inventory Management, Access, Microsoft Office, Proficient Typing Skills, Corporate Branding, Cost Savings Strategies, Marketing, Leadership, Team Building, Time Management, Microsoft Excel, Public Speaking
Education
Southern Illinois University, Carbondale 2005 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Southwestern Illinois College 2003 — 2005
Associate of Science (A.S.)
Columbia High School 1999 — 2003
High School Diploma
Stifel Financial Corp. January 2015 - Present
Edward Jones November 2014 - January 2015
CenturyLink August 2014 - October 2014
UniGroup, Inc April 2014 - July 2014
Passages Hospice November 2012 - February 2014
Enterprise Fleet Management November 2007 - November 2012
ALDI Stores May 2007 - November 2007
Avis Budget Group May 2002 - December 2006
Holiday Inn August 2003 - August 2005
Skills
Forecasting, Budgets, Accounting, Customer Service, Sales, Internal Controls, PeopleSoft, Management, Business Planning, Cash Flow, Process Improvement, Inventory Management, Access, Microsoft Office, Proficient Typing Skills, Corporate Branding, Cost Savings Strategies, Marketing, Leadership, Team Building, Time Management, Microsoft Excel, Public Speaking
Education
Southern Illinois University, Carbondale 2005 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Southwestern Illinois College 2003 — 2005
Associate of Science (A.S.)
Columbia High School 1999 — 2003
High School Diploma
Ashley Coake's Stifel Financial Corp. Experience March 2013 - Present
Job Registered Client Service Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2013 - Present
National Bank November 2010 - February 2013
Skills
Investments, Customer Service, Accounting, Excel, Word, Portfolio Management, PowerPoint, Teamwork, Microsoft Excel
Education
Radford University - College of Business and Economics 2009 — 2011
BBA, Finance
University of Virginia
Finance
Stifel Financial Corp. March 2013 - Present
National Bank November 2010 - February 2013
Skills
Investments, Customer Service, Accounting, Excel, Word, Portfolio Management, PowerPoint, Teamwork, Microsoft Excel
Education
Radford University - College of Business and Economics 2009 — 2011
BBA, Finance
University of Virginia
Finance
Paul Fagyal Paul Fagyal's Stifel Financial Corp. Experience October 2013 - Present
Job Estate Planning Consultant at Stifel Financial Corp.
Industry Law Practice
Experience
Stifel Financial Corp. October 2013 - Present
Mathis, Marifian & Richter May 2010 - October 2013
Riezman Berger, P.C. August 2007 - May 2010
Skills
Estate Planning, Legal Writing, Probate
Education
Saint Louis University School of Law 2003 — 2006
J.D., Law
Truman State University 1996 — 2001
B.S., Finance
Stifel Financial Corp. October 2013 - Present
Mathis, Marifian & Richter May 2010 - October 2013
Riezman Berger, P.C. August 2007 - May 2010
Skills
Estate Planning, Legal Writing, Probate
Education
Saint Louis University School of Law 2003 — 2006
J.D., Law
Truman State University 1996 — 2001
B.S., Finance
Stephanie Wiegand Stephanie Wiegand's Stifel Financial Corp. Experience July 2013 - Present
Job Administrative Assistant at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Green Key Resources March 2013 - May 2013
bluemercury October 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Human Resources, Research, Microsoft Word, Customer Service, SPSS, Encore, Concur
Education
Pace University - Lubin School of Business 2012 — 2012
Certificate, Essentials of Human Resources Law
Pace University 2007 — 2011
BA, Applied Psychology, Management Minor, Overal GPA: 3.53, Major GPA: 3.64
Stifel Financial Corp. July 2013 - Present
Green Key Resources March 2013 - May 2013
bluemercury October 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Human Resources, Research, Microsoft Word, Customer Service, SPSS, Encore, Concur
Education
Pace University - Lubin School of Business 2012 — 2012
Certificate, Essentials of Human Resources Law
Pace University 2007 — 2011
BA, Applied Psychology, Management Minor, Overal GPA: 3.53, Major GPA: 3.64
Christine McDougell Christine McDougell's Stifel Financial Corp. Experience November 2012 - Present
Job Financial Planning Associate at Stifel Financial Corp.
Industry Law Practice
Experience
Stifel Financial Corp. November 2012 - Present
Shaw Park March 2008 - October 2012
Rosalitas Cantina April 2011 - September 2012
Waltrip & Schmidt March 2009 - March 2010
Target October 2006 - November 2007
Skills
Social Networking, Microsoft Excel, PowerPoint, Spanish, Data Entry, Public Speaking, Microsoft Office, SPSS, Teamwork, Adobe Creative Suite, Access, Photoshop, Advertising
Education
Saint Louis University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Saint Joseph's Academy 2005 — 2009
Stifel Financial Corp. November 2012 - Present
Shaw Park March 2008 - October 2012
Rosalitas Cantina April 2011 - September 2012
Waltrip & Schmidt March 2009 - March 2010
Target October 2006 - November 2007
Skills
Social Networking, Microsoft Excel, PowerPoint, Spanish, Data Entry, Public Speaking, Microsoft Office, SPSS, Teamwork, Adobe Creative Suite, Access, Photoshop, Advertising
Education
Saint Louis University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Saint Joseph's Academy 2005 — 2009
Christopher Wiegand Christopher Wiegand's Stifel Financial Corp. Experience February 2015 - Present
Job Manager, Regulatory and Compliance Risk, Enterprise Risk Management at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. February 2015 - Present
Stifel Financial Corp. February 2014 - Present
Stifel Nicolaus October 2011 - February 2014
Stifel Financial Corp. January 2007 - October 2011
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Variable Annuities, FINRA
Education
Southern Illinois University, Edwardsville 2014 — 2016
Master of Business Administration (MBA), MBA
Southern Illinois University, Edwardsville 2002 — 2007
BS, Economics and Finance
Stifel Financial Corp. February 2015 - Present
Stifel Financial Corp. February 2014 - Present
Stifel Nicolaus October 2011 - February 2014
Stifel Financial Corp. January 2007 - October 2011
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Variable Annuities, FINRA
Education
Southern Illinois University, Edwardsville 2014 — 2016
Master of Business Administration (MBA), MBA
Southern Illinois University, Edwardsville 2002 — 2007
BS, Economics and Finance
Rick Fister's Stifel Financial Corp. Experience June 1980 - September 1985
Job Senior Vice President at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc September 2000 - Present
Morgan Stanley Smith Barney September 1985 - September 2000
Stifel Financial Corp. June 1980 - September 1985
Skills
Investments, Strategic Financial..., Financial Modeling, Loans, Insurance, Real Estate, Wealth Management, Asset Allocation, Retirement Planning
Education
Saint Louis University 1976 — 1978
BA, Political Science & Economics
Chaminade College Prep 1970 — 1974
UBS Financial Services Inc September 2000 - Present
Morgan Stanley Smith Barney September 1985 - September 2000
Stifel Financial Corp. June 1980 - September 1985
Skills
Investments, Strategic Financial..., Financial Modeling, Loans, Insurance, Real Estate, Wealth Management, Asset Allocation, Retirement Planning
Education
Saint Louis University 1976 — 1978
BA, Political Science & Economics
Chaminade College Prep 1970 — 1974
Peggy (Margaret) Shaffer's Stifel Financial Corp. Experience October 2013 - Present
Job Sales Assistant at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. October 2013 - Present
Wells Fargo Securities, LLC February 2000 - November 2012
John A. Levin & Co. (now Levin Capital Strategies) 1997 - 2000
T. Rowe Price 1979 - 1997
Skills
Investments, Equities, Fixed Income, Series 7, Portfolio Management, Securities, Mutual Funds, Travel Management, Expense Reports, Conference Coordination, Information Management, Client Relations Skills, Records Management, Series 63, Meeting Planning, Meeting Scheduling, Roadshows, Bloomberg, Asset Allocation, Hedge Funds, Capital Markets, Asset Management
Education
College of Notre Dame of Maryland 2002 — 2009
Bachelor of Arts (B.A.), Major in Religious Studies, Minor in Non-Profit Management
Ecumenical Institute @ St. Mary's Seminary
Master's degree in progress, theology, church ministry
Stifel Financial Corp. October 2013 - Present
Wells Fargo Securities, LLC February 2000 - November 2012
John A. Levin & Co. (now Levin Capital Strategies) 1997 - 2000
T. Rowe Price 1979 - 1997
Skills
Investments, Equities, Fixed Income, Series 7, Portfolio Management, Securities, Mutual Funds, Travel Management, Expense Reports, Conference Coordination, Information Management, Client Relations Skills, Records Management, Series 63, Meeting Planning, Meeting Scheduling, Roadshows, Bloomberg, Asset Allocation, Hedge Funds, Capital Markets, Asset Management
Education
College of Notre Dame of Maryland 2002 — 2009
Bachelor of Arts (B.A.), Major in Religious Studies, Minor in Non-Profit Management
Ecumenical Institute @ St. Mary's Seminary
Master's degree in progress, theology, church ministry
Kristina Jaoude's Stifel Financial Corp. Experience September 2006 - May 2007
Job SVP Administration at Global Association of Risk Professionals
Industry Financial Services
Experience
Global Association of Risk Professionals (GARP) June 2007 - Present
Stifel Financial Corp. September 2006 - May 2007
Natexis Bleichroeder March 2004 - January 2006
Crédit Agricole 1998 - 2004
Skills
Risk Management, Market Risk, Operational Risk, Financial Risk..., Hedge Funds, Equities, Capital Markets, Regulatory Compliance
Education
San Jose State University 1987 — 1990
Advertising
Global Association of Risk Professionals (GARP) June 2007 - Present
Stifel Financial Corp. September 2006 - May 2007
Natexis Bleichroeder March 2004 - January 2006
Crédit Agricole 1998 - 2004
Skills
Risk Management, Market Risk, Operational Risk, Financial Risk..., Hedge Funds, Equities, Capital Markets, Regulatory Compliance
Education
San Jose State University 1987 — 1990
Advertising
Walter Santander's Stifel Financial Corp. Experience January 2012 - Present
Job Private Client Group at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Skills
Investments, Finance, Financial Services, Portfolio Management, Securities, Series 7, Mutual Funds, Management, Wealth Management, Asset Management
Education
San Francisco State University
Stifel Financial Corp. January 2012 - Present
Skills
Investments, Finance, Financial Services, Portfolio Management, Securities, Series 7, Mutual Funds, Management, Wealth Management, Asset Management
Education
San Francisco State University
Eric Schmittgens's Stifel Financial Corp. Experience October 2014 - Present
Job Consulting Services and Development Technician
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Wells Fargo Advisors March 2012 - October 2014
Wells Fargo Advisors September 2010 - March 2012
Wells Fargo Advisors, LLC August 2008 - September 2010
Fine & Associates, P.C. June 2007 - July 2008
Education
Southeast Missouri State University
Bachelor of Science (BS), Finance, Political Science
Stifel Financial Corp. October 2014 - Present
Wells Fargo Advisors March 2012 - October 2014
Wells Fargo Advisors September 2010 - March 2012
Wells Fargo Advisors, LLC August 2008 - September 2010
Fine & Associates, P.C. June 2007 - July 2008
Education
Southeast Missouri State University
Bachelor of Science (BS), Finance, Political Science
Jason Pucci's Stifel Financial Corp. Experience May 2006 - March 2014
Job Financial Advisor, Senior Vice President, Investments at Pucci Financial of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
Stifel Financial Corp. May 2006 - March 2014
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Retirement Planning, 401k Rollovers, Women Owned Business, Charities
Education
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
goshen
Raymond James Financial Inc. March 2014 - Present
Stifel Financial Corp. May 2006 - March 2014
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Retirement Planning, 401k Rollovers, Women Owned Business, Charities
Education
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
goshen
Paul Cyr's Stifel Financial Corp. Experience April 2013 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
Wedge Partners January 2009 - April 2013
CIBC World Markets/Oppenheimer & Co June 1985 - September 2008
UBS/ O"Connor April 1983 - April 1985
Skills
Equity Research, Capital Markets, Equities, Hedge Funds, Investment Banking, Institutional..., Funding
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Stifel Financial Corp. April 2013 - Present
Wedge Partners January 2009 - April 2013
CIBC World Markets/Oppenheimer & Co June 1985 - September 2008
UBS/ O"Connor April 1983 - April 1985
Skills
Equity Research, Capital Markets, Equities, Hedge Funds, Investment Banking, Institutional..., Funding
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Chris Telschow's Stifel Financial Corp. Experience April 2015 - Present
Job IT Support Engineer at Stifel Financial Corp.
Industry Information Technology and Services
Experience
Stifel Financial Corp. April 2015 - Present
Belcan TechServices November 2014 - April 2015
Anheuser-Busch InBev January 2010 - April 2014
Anheuser-Busch January 2007 - January 2010
Anheuser-Busch January 2005 - January 2007
Modis January 2004 - January 2005
Modis January 2003 - January 2004
Modis February 1999 - January 2003
Skills
Troubleshooting, Technical Support, Windows 7, Windows 8, SCCM, Active Directory, Project Management, Software Project..., SharePoint, Disaster Recovery, Hardware, Mobile Technology, Visio, Customer Service, Process Improvement, Windows Server, Microsoft Exchange, On Site, Citrix, Help Desk Support, Windows XP, Servers, XP
Education
Principia College 1990 — 1994
BA, Religion and Philospophy
Principia College 1990 — 1994
Relgion and Philosophy
Stifel Financial Corp. April 2015 - Present
Belcan TechServices November 2014 - April 2015
Anheuser-Busch InBev January 2010 - April 2014
Anheuser-Busch January 2007 - January 2010
Anheuser-Busch January 2005 - January 2007
Modis January 2004 - January 2005
Modis January 2003 - January 2004
Modis February 1999 - January 2003
Skills
Troubleshooting, Technical Support, Windows 7, Windows 8, SCCM, Active Directory, Project Management, Software Project..., SharePoint, Disaster Recovery, Hardware, Mobile Technology, Visio, Customer Service, Process Improvement, Windows Server, Microsoft Exchange, On Site, Citrix, Help Desk Support, Windows XP, Servers, XP
Education
Principia College 1990 — 1994
BA, Religion and Philospophy
Principia College 1990 — 1994
Relgion and Philosophy
Brian Brungardt Jr., CFA's Stifel Financial Corp. Experience June 2014 - Present
Job VP, Research Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Stifel Financial Corp. September 2010 - June 2014
Renaissance Financial May 2007 - September 2010
Argent Capital Management April 2006 - May 2007
Skills
Financial Modeling, Research, Equities, Equity Research, Investments, Series 7, Asset Allocation, Financial Analysis, Bloomberg, Capital Markets, Equity Valuation, Portfolio Management, Securities, Valuation
Education
Saint Louis University 2003 — 2007
BS, Finance
Stifel Financial Corp. June 2014 - Present
Stifel Financial Corp. September 2010 - June 2014
Renaissance Financial May 2007 - September 2010
Argent Capital Management April 2006 - May 2007
Skills
Financial Modeling, Research, Equities, Equity Research, Investments, Series 7, Asset Allocation, Financial Analysis, Bloomberg, Capital Markets, Equity Valuation, Portfolio Management, Securities, Valuation
Education
Saint Louis University 2003 — 2007
BS, Finance
David Rath, JD, CFP®'s Stifel Financial Corp. Experience July 2009 - September 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation September 2013 - Present
Stifel Financial Corp. July 2009 - September 2013
Wachovia July 2006 - July 2009
Edward Jones Trust Company January 2005 - July 2006
Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers
Education
Saint Louis University School of Law 2001 — 2004
Doctor of Law (JD)
Saint Louis University 1996 — 2000
BA, English
St. Xavier High School - Louisville, KY 1992 — 1996
High School
Merrill Lynch Wealth Management, Bank of America Corporation September 2013 - Present
Stifel Financial Corp. July 2009 - September 2013
Wachovia July 2006 - July 2009
Edward Jones Trust Company January 2005 - July 2006
Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers
Education
Saint Louis University School of Law 2001 — 2004
Doctor of Law (JD)
Saint Louis University 1996 — 2000
BA, English
St. Xavier High School - Louisville, KY 1992 — 1996
High School
Shannon Kolnsberg's Stifel Financial Corp. Experience May 2005 - April 2012
Job Assistant Vice President and Regulatory Implementation Consultant with Wells Fargo Advisors Compliance Division
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
Stifel Financial Corp. May 2005 - April 2012
A.G. Edwards July 2004 - May 2005
Stifel Financial Corp. January 2000 - July 2004
Skills
Uniform Combined State..., Series 65, Mutual Funds, Investments, Fixed Income, Wealth Management, FINRA, Fixed Annuities, Due Diligence
Education
Saint Louis University 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors April 2012 - Present
Stifel Financial Corp. May 2005 - April 2012
A.G. Edwards July 2004 - May 2005
Stifel Financial Corp. January 2000 - July 2004
Skills
Uniform Combined State..., Series 65, Mutual Funds, Investments, Fixed Income, Wealth Management, FINRA, Fixed Annuities, Due Diligence
Education
Saint Louis University 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Joel D. Johnson's Stifel Financial Corp. Experience 2005 - 2006
Job Financial and Technology Consultant
Industry Information Technology and Services
Experience
Independent Contractor May 2015 - Present
Indigo Identityware 2009 - December 2014
Indigo Identityware 2012 - 2014
Indigo Identityware January 2011 - February 2012
Medical Imaging Partners 2008 - 2009
Cedar Point Capital 2006 - 2008
Stifel Financial Corp. 2005 - 2006
Lurie Besikof Lapidus & Company, LLP 2003 - 2005
Skills
Start-ups, Leadership, Team Leadership, Financial Accounting, Financial Modeling, Financial Planning, Budgets, Analysis, Customer Service, Product Development, Process Improvement, Software Development, Cloud Computing, Enterprise Software, Account Management, Healthcare, Business Development, Sales Operations, Project Management, Change Management, Project Planning, Strategic Planning, Finance, CRM, Strategy, Strategic Partnerships, Financial Analysis, Mergers, Consulting, Salesforce.com, Sales, SaaS, Sales Management, Team Building
Education
University of Saint Thomas 2001 — 2003
Bachelor's degree, Accounting
Southern Methodist University 1999 — 2001
Clarity Central
Professional & Personal Coaching, Professional & Personal Coaching / Mentoring
Independent Contractor May 2015 - Present
Indigo Identityware 2009 - December 2014
Indigo Identityware 2012 - 2014
Indigo Identityware January 2011 - February 2012
Medical Imaging Partners 2008 - 2009
Cedar Point Capital 2006 - 2008
Stifel Financial Corp. 2005 - 2006
Lurie Besikof Lapidus & Company, LLP 2003 - 2005
Skills
Start-ups, Leadership, Team Leadership, Financial Accounting, Financial Modeling, Financial Planning, Budgets, Analysis, Customer Service, Product Development, Process Improvement, Software Development, Cloud Computing, Enterprise Software, Account Management, Healthcare, Business Development, Sales Operations, Project Management, Change Management, Project Planning, Strategic Planning, Finance, CRM, Strategy, Strategic Partnerships, Financial Analysis, Mergers, Consulting, Salesforce.com, Sales, SaaS, Sales Management, Team Building
Education
University of Saint Thomas 2001 — 2003
Bachelor's degree, Accounting
Southern Methodist University 1999 — 2001
Clarity Central
Professional & Personal Coaching, Professional & Personal Coaching / Mentoring
Peter Turk's Stifel Financial Corp. Experience January 2010 - September 2010
Job Managing Member at Turk Capital LLC
Industry Financial Services
Experience
Turk Capital LLC March 2014 - Present
Silva Capital Management LLC 2012 - February 2014
State Street Bank September 2010 - September 2012
Stifel Financial Corp. January 2010 - September 2010
Turk Risk Advisors June 2009 - January 2010
Merrill Lynch July 2006 - June 2009
JPMorgan Chase July 2004 - July 2006
JPMorgan Chase January 1996 - July 2004
Education
Rutgers University School of Law - Newark 1992 — 1995
JD
School name: 1985 — 1989
BA Dartmouth College, Economics
Turk Capital LLC March 2014 - Present
Silva Capital Management LLC 2012 - February 2014
State Street Bank September 2010 - September 2012
Stifel Financial Corp. January 2010 - September 2010
Turk Risk Advisors June 2009 - January 2010
Merrill Lynch July 2006 - June 2009
JPMorgan Chase July 2004 - July 2006
JPMorgan Chase January 1996 - July 2004
Education
Rutgers University School of Law - Newark 1992 — 1995
JD
School name: 1985 — 1989
BA Dartmouth College, Economics
Jay Verstreater's Stifel Financial Corp. Experience February 2010 - April 2010
Job Senior Claims Adjuster and "Project Manager/Analyst"
Industry Transportation/Trucking/Railroad
Experience
Unigroup, Incorporated December 2012 - Present
UniGroup, Inc May 2010 - December 2012
Stifel Financial Corp. February 2010 - April 2010
62 Sports Group Inc September 2009 - December 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Research, Inventory Management, PowerPoint, Public Speaking, Sales, Data Analysis, Windows, Social Media, Technical Writing, Marketing, Event Planning, Marketing Communications, Transportation, Microsoft Project 2013, Microsoft Office..., SPSS, Microsoft SQL Server, SSIS, Business Analysis, Project Management, SQL, SQL Server Management...
Education
Saint Louis University 2015 — 2017
Master's Degree, Applied Analytics, A
Saint Louis Community College 2013 — 2013
Advanced Microsoft Excel Certification
Southern Illinois University, Edwardsville 2005 — 2013
Master of Social Work (MSW), Social Work
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Litchfield High School
Unigroup, Incorporated December 2012 - Present
UniGroup, Inc May 2010 - December 2012
Stifel Financial Corp. February 2010 - April 2010
62 Sports Group Inc September 2009 - December 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Research, Inventory Management, PowerPoint, Public Speaking, Sales, Data Analysis, Windows, Social Media, Technical Writing, Marketing, Event Planning, Marketing Communications, Transportation, Microsoft Project 2013, Microsoft Office..., SPSS, Microsoft SQL Server, SSIS, Business Analysis, Project Management, SQL, SQL Server Management...
Education
Saint Louis University 2015 — 2017
Master's Degree, Applied Analytics, A
Saint Louis Community College 2013 — 2013
Advanced Microsoft Excel Certification
Southern Illinois University, Edwardsville 2005 — 2013
Master of Social Work (MSW), Social Work
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Litchfield High School
Tony Huang's Stifel Financial Corp. Experience July 2012 - June 2014
Job Corporate Development and Strategy, Electronic Arts
Industry Financial Services
Experience
Electronic Arts (EA) July 2014 - Present
Stifel Financial Corp. July 2012 - June 2014
Excel Partners LLC May 2011 - August 2011
Pacific Epoch June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Finance and Economics, Magna Cum Laude
Peking University 2010 — 2011
International Business/Trade/Commerce
Electronic Arts (EA) July 2014 - Present
Stifel Financial Corp. July 2012 - June 2014
Excel Partners LLC May 2011 - August 2011
Pacific Epoch June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Finance and Economics, Magna Cum Laude
Peking University 2010 — 2011
International Business/Trade/Commerce
Keith Heinen's Stifel Financial Corp. Experience February 2012 - Present
Job IT Support Engineer
Industry Financial Services
Experience
Stifel Financial Corp. February 2012 - Present
Audio Video Concepts, Inc. March 2006 - February 2012
Videojet January 2000 - March 2006
Skills
Lean Manufacturing, Continuous Improvement, Kaizen, 5S, Manufacturing, Value Stream Mapping, Troubleshooting, Technical Support, Software Installation, Six Sigma, Process Improvement, Networking, Integration, Security, Teamwork, Customer Service, Windows 7, Windows XP Pro
Education
Southern Illinois University, Edwardsville 2000 — 2003
BS, Business, MIS
Stifel Financial Corp. February 2012 - Present
Audio Video Concepts, Inc. March 2006 - February 2012
Videojet January 2000 - March 2006
Skills
Lean Manufacturing, Continuous Improvement, Kaizen, 5S, Manufacturing, Value Stream Mapping, Troubleshooting, Technical Support, Software Installation, Six Sigma, Process Improvement, Networking, Integration, Security, Teamwork, Customer Service, Windows 7, Windows XP Pro
Education
Southern Illinois University, Edwardsville 2000 — 2003
BS, Business, MIS
Phil Stucker's Stifel Financial Corp. Experience July 2015 - Present
Job at
Industry Information Technology and Services
Experience
Stifel Financial Corp. July 2015 - Present
Biomedical Systems October 2007 - July 2015
FFP Securites/ 1st Advisors April 2007 - October 2007
Skills
Medical Devices, Sop, Pharmaceutical Industry, Biotechnology, Clinical Research, Life Sciences
Education
Southern Illinois University, Edwardsville 1991 — 1993
General studies
Stifel Financial Corp. July 2015 - Present
Biomedical Systems October 2007 - July 2015
FFP Securites/ 1st Advisors April 2007 - October 2007
Skills
Medical Devices, Sop, Pharmaceutical Industry, Biotechnology, Clinical Research, Life Sciences
Education
Southern Illinois University, Edwardsville 1991 — 1993
General studies
Mike Dal Pozzo's Stifel Financial Corp. Experience June 2012 - Present
Job Fixed Income Trader at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
Stifel Nicolaus November 2008 - May 2012
Diversified Financial Services April 2008 - October 2008
Skills
Fixed Income, Trading, Securities, FINRA, Credit, MS Word • Excel •..., Series 7 • Series 66, Series 55
Education
Southern Illinois University, Edwardsville 2007 — 2013
Master's degree, Economics and Finance
Southern Illinois University, Edwardsville 2003 — 2007
Bachelors, Economics/Finance
Stifel Financial Corp. June 2012 - Present
Stifel Nicolaus November 2008 - May 2012
Diversified Financial Services April 2008 - October 2008
Skills
Fixed Income, Trading, Securities, FINRA, Credit, MS Word • Excel •..., Series 7 • Series 66, Series 55
Education
Southern Illinois University, Edwardsville 2007 — 2013
Master's degree, Economics and Finance
Southern Illinois University, Edwardsville 2003 — 2007
Bachelors, Economics/Finance
Tim Dougherty's Stifel Financial Corp. Experience April 2007 - Present
Job Fixed Income Capital Markets Sales at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. April 2007 - Present
CNBS, LLC January 1995 - April 2007
US Central Credit Union January 1990 - January 1995
Education
Rockhurst University 1984 — 1988
Finance / Economics
Stifel Financial Corp. April 2007 - Present
CNBS, LLC January 1995 - April 2007
US Central Credit Union January 1990 - January 1995
Education
Rockhurst University 1984 — 1988
Finance / Economics
Jeffrey B. Engel's Stifel Financial Corp. Experience July 2013 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Knight Capital Group September 2009 - June 2013
Libertas Partners LLP February 2006 - September 2009
RBC Capital Markets February 2003 - September 2006
Dickstein & Co January 2002 - December 2003
Standard Bank Group August 1995 - December 2001
Banco Santander September 1991 - July 1995
Drexel Burnham Lambert September 1988 - February 1990
Skills
Hedge Funds, High Yield, Fixed Income, Capital Markets, Equities, Equity Derivatives, Leveraged Finance, Portfolio Management, Bloomberg, Investment Banking, Asset Management, Securities, Alternative Investments, Financial Markets, CDS, Bonds, Trading, Credit Derivatives, Private Equity, Emerging Markets, Investments, Credit, Series 7, Electronic Trading, Options, Derivatives, Series 63, Structured Products
Education
U of Miami School of Law 1984 — 1987
Sarah Lawrence College 1981 — 1984
BA, Fiction Writing
Hackley School 1969 — 1979
High School
Stifel Financial Corp. July 2013 - Present
Knight Capital Group September 2009 - June 2013
Libertas Partners LLP February 2006 - September 2009
RBC Capital Markets February 2003 - September 2006
Dickstein & Co January 2002 - December 2003
Standard Bank Group August 1995 - December 2001
Banco Santander September 1991 - July 1995
Drexel Burnham Lambert September 1988 - February 1990
Skills
Hedge Funds, High Yield, Fixed Income, Capital Markets, Equities, Equity Derivatives, Leveraged Finance, Portfolio Management, Bloomberg, Investment Banking, Asset Management, Securities, Alternative Investments, Financial Markets, CDS, Bonds, Trading, Credit Derivatives, Private Equity, Emerging Markets, Investments, Credit, Series 7, Electronic Trading, Options, Derivatives, Series 63, Structured Products
Education
U of Miami School of Law 1984 — 1987
Sarah Lawrence College 1981 — 1984
BA, Fiction Writing
Hackley School 1969 — 1979
High School
Preston Gann's Stifel Financial Corp. Experience May 2001 - December 2005
Job ETP, CEF, & UIT Product Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors December 2005 - March 2013
Stifel Financial Corp. May 2001 - December 2005
Skills
Certified Financial..., Certified Investment..., Financial Advisory, Strategic Financial..., Program Management, Management, Series 7, Series 63, Cross-functional Team..., Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Securities
Education
Southern Illinois University, Edwardsville 1997 — 1999
Bachelor of Business Administration, Finance
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors December 2005 - March 2013
Stifel Financial Corp. May 2001 - December 2005
Skills
Certified Financial..., Certified Investment..., Financial Advisory, Strategic Financial..., Program Management, Management, Series 7, Series 63, Cross-functional Team..., Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Securities
Education
Southern Illinois University, Edwardsville 1997 — 1999
Bachelor of Business Administration, Finance
Rebecca Lau's Stifel Financial Corp. Experience February 2015 - Present
Job Technology Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. February 2015 - Present
Royal Bank of Scotland July 2013 - February 2015
Inland American Communities Group, Inc. November 2010 - May 2013
Bank of America June 2012 - August 2012
GLG - Gerson Lehrman Group June 2011 - July 2011
Alexander & Baldwin, Inc. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Economics
Punahou School 1996 — 2009
High School
Stifel Financial Corp. February 2015 - Present
Royal Bank of Scotland July 2013 - February 2015
Inland American Communities Group, Inc. November 2010 - May 2013
Bank of America June 2012 - August 2012
GLG - Gerson Lehrman Group June 2011 - July 2011
Alexander & Baldwin, Inc. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Economics
Punahou School 1996 — 2009
High School
Mike McEvilly's Stifel Financial Corp. Experience May 2013 - June 2014
Job Senior Trade Support Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - September 2014
Stifel Financial Corp. May 2013 - June 2014
Schnucks Markets, Inc. June 2003 - June 2014
Stifel Financial Corp. August 2012 - April 2013
AmeriCorps June 2008 - August 2008
Skills
Mutual Funds, Managed accounts, Research, Money Market Funds, 529 Plans, Beta Systems, Thompson One, Customer Service, NSCC, Vestmark, APL, Net Asset Value, Trading, Finance, Redemption fees, Contingent deferred..., Dividends, Long term capital gains, Short term capital gains, Broker Dealer, Institutional, Retail, Microsoft Excel, Microsoft Word, DST Vision, DST TA 2000, Investments, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Bloomberg, Asset Management, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor's degree, Economics and Finance
Southwestern Illinois College 2005 — 2008
Associate of Science (A.S.), General Studies
Northern Trust Corporation July 2014 - September 2014
Stifel Financial Corp. May 2013 - June 2014
Schnucks Markets, Inc. June 2003 - June 2014
Stifel Financial Corp. August 2012 - April 2013
AmeriCorps June 2008 - August 2008
Skills
Mutual Funds, Managed accounts, Research, Money Market Funds, 529 Plans, Beta Systems, Thompson One, Customer Service, NSCC, Vestmark, APL, Net Asset Value, Trading, Finance, Redemption fees, Contingent deferred..., Dividends, Long term capital gains, Short term capital gains, Broker Dealer, Institutional, Retail, Microsoft Excel, Microsoft Word, DST Vision, DST TA 2000, Investments, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Bloomberg, Asset Management, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor's degree, Economics and Finance
Southwestern Illinois College 2005 — 2008
Associate of Science (A.S.), General Studies
Justin Yip's Stifel Financial Corp. Experience 2013 - 2013
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS 2013 - Present
Stifel Financial Corp. 2013 - 2013
TD Ameritrade 2009 - 2012
UBS 2005 - 2007
Education
Santa Clara University 2003 — 2007
Finance
UBS 2013 - Present
Stifel Financial Corp. 2013 - 2013
TD Ameritrade 2009 - 2012
UBS 2005 - 2007
Education
Santa Clara University 2003 — 2007
Finance
Lucas Toone's Stifel Financial Corp. Experience April 2015 - Present
Job Banker at BMO Harris Bank
Industry Wireless
Experience
Stifel Financial Corp. April 2015 - Present
BMO Harris Bank October 2012 - April 2015
Verizon Wireless August 2004 - December 2011
Terminix July 2001 - August 2004
Skills
Customer Service, Analysis, Android, Direct Sales, Forecasting, Leadership, Sales, Customer Acquisition, Smartphones, Management, Customer Satisfaction, Excel, PowerPoint, Word, Outlook, Basketball, Statistics, Public Speaking, Auditing Financial..., Blackberry, iPad
Education
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor of Science, Finance and Economics
Southwestern Illinois College 2000 — 2002
General Education Coursework
Stifel Financial Corp. April 2015 - Present
BMO Harris Bank October 2012 - April 2015
Verizon Wireless August 2004 - December 2011
Terminix July 2001 - August 2004
Skills
Customer Service, Analysis, Android, Direct Sales, Forecasting, Leadership, Sales, Customer Acquisition, Smartphones, Management, Customer Satisfaction, Excel, PowerPoint, Word, Outlook, Basketball, Statistics, Public Speaking, Auditing Financial..., Blackberry, iPad
Education
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor of Science, Finance and Economics
Southwestern Illinois College 2000 — 2002
General Education Coursework
Betty Keller's Stifel Financial Corp. Experience 1997 - 1999
Job Assistant Corporate Secretary at Keller Truck Service, Inc.
Industry Transportation/Trucking/Railroad
Experience
Keller Truck Service, Inc. September 2001 - Present
Keller Thoroughbred Investments 1998 - 2001
Stifel Financial Corp. 1997 - 1999
Skills
Customer Service, Research, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
Southern Illinois University, Edwardsville 1982 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Keller Truck Service, Inc. September 2001 - Present
Keller Thoroughbred Investments 1998 - 2001
Stifel Financial Corp. 1997 - 1999
Skills
Customer Service, Research, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
Southern Illinois University, Edwardsville 1982 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Daniel Filippi's Stifel Financial Corp. Experience Audio/Visual TechnicianUCLA Audio Video Services
Job Student at University of California, Los Angeles
Industry Environmental Services
Experience
Stifel Financial Corp. Audio/Visual TechnicianUCLA Audio Video Services
Selma's Chicago Pizzeria July 2008 - September 2010
Skills
ArcGIS
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Geography/Environmental Studies
Saddleback College 2008 — 2010
Stifel Financial Corp. Audio/Visual TechnicianUCLA Audio Video Services
Selma's Chicago Pizzeria July 2008 - September 2010
Skills
ArcGIS
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Geography/Environmental Studies
Saddleback College 2008 — 2010
Paul Forward's Stifel Financial Corp. Experience December 2005 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2005 - Present
Legg Mason January 2001 - December 2005
Energy & Environmental Analysis, Inc. August 1995 - December 2000
Hatch May 1994 - May 1995
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
Master of Business Administration (MBA)
Northwestern University 1992 — 1994
Master of Science (M.S.), Geology
The University of Texas at Austin 1986 — 1991
Bachelor of Science (B.S.), Electrical Engineering
Stifel Financial Corp. December 2005 - Present
Legg Mason January 2001 - December 2005
Energy & Environmental Analysis, Inc. August 1995 - December 2000
Hatch May 1994 - May 1995
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
Master of Business Administration (MBA)
Northwestern University 1992 — 1994
Master of Science (M.S.), Geology
The University of Texas at Austin 1986 — 1991
Bachelor of Science (B.S.), Electrical Engineering
Tyler Ash's Stifel Financial Corp. Experience April 2012 - November 2013
Job at
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo Advisors November 2013 - Present
Stifel Financial Corp. April 2012 - November 2013
Stifel Financial Corp. August 2010 - April 2012
Skills
Series 7, Series 65, Series 63, Series 9, Series 10
Education
Saint Louis University School of Law 2015 — 2019
Doctor of Law (JD)
Southern Illinois University, Edwardsville 2010 — 2012
Master of Science (MS), Economics & Finance
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Science (BS), Business Economics & Finance
Wells Fargo December 2014 - Present
Wells Fargo Advisors November 2013 - Present
Stifel Financial Corp. April 2012 - November 2013
Stifel Financial Corp. August 2010 - April 2012
Skills
Series 7, Series 65, Series 63, Series 9, Series 10
Education
Saint Louis University School of Law 2015 — 2019
Doctor of Law (JD)
Southern Illinois University, Edwardsville 2010 — 2012
Master of Science (MS), Economics & Finance
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Science (BS), Business Economics & Finance
Jeremy Killmer's Stifel Financial Corp. Experience December 1999 - September 2002
Job Sales and Marketing at Going Green Solar
Industry Environmental Services
Experience
Going Green Solar March 2014 - Present
Edward Jones March 2000 - October 2013
Stifel Financial Corp. December 1999 - September 2002
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Sales Management, Compliance, Customer Service
Education
Saint Louis University 1991 — 1993
Bachelor of Science (BS), International Business
Richmond, The American International University in London 1990 — 1991
International Business & Economic
Going Green Solar March 2014 - Present
Edward Jones March 2000 - October 2013
Stifel Financial Corp. December 1999 - September 2002
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Sales Management, Compliance, Customer Service
Education
Saint Louis University 1991 — 1993
Bachelor of Science (BS), International Business
Richmond, The American International University in London 1990 — 1991
International Business & Economic
Brett Staaland's Stifel Financial Corp. Experience May 2002 - June 2008
Job Financial Advisor and Institutional Fixed Income Specialist at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2008 - Present
Stifel Financial Corp. May 2002 - June 2008
Skills
Fixed Income, Series 7
Education
Southern Illinois University, Edwardsville 1998 — 2001
Bachelor of Science (BS), Finance, General
Wunderlich Securities September 2008 - Present
Stifel Financial Corp. May 2002 - June 2008
Skills
Fixed Income, Series 7
Education
Southern Illinois University, Edwardsville 1998 — 2001
Bachelor of Science (BS), Finance, General
Gina Groves's Stifel Financial Corp. Experience 1994 - 1995
Job Executive Assistant at Bank of America
Industry Financial Services
Experience
Bank of America 2014 - Present
Bank of America 2010 - 2014
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Beacon Hill Financial 2002 - 2003
Putnam Investments 1998 - 2002
UMB Bank 1995 - 1998
Stifel Financial Corp. 1994 - 1995
Shearson Lehman Brothers 1992 - 1994
KSDK-TV NewsChannel 5 1992 - 1992
Skills
Executive..., C-Level Executive..., Business Support, Project Management, Financial Services, Internal Communications, Relationship Management, Client Service, Retail Banking
Education
Southern Illinois University, Edwardsville 1989 — 1992
Bachelor of Science (BS), Communication and Media Studies
Bank of America 2014 - Present
Bank of America 2010 - 2014
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Beacon Hill Financial 2002 - 2003
Putnam Investments 1998 - 2002
UMB Bank 1995 - 1998
Stifel Financial Corp. 1994 - 1995
Shearson Lehman Brothers 1992 - 1994
KSDK-TV NewsChannel 5 1992 - 1992
Skills
Executive..., C-Level Executive..., Business Support, Project Management, Financial Services, Internal Communications, Relationship Management, Client Service, Retail Banking
Education
Southern Illinois University, Edwardsville 1989 — 1992
Bachelor of Science (BS), Communication and Media Studies
Patrick McLoughlin's Stifel Financial Corp. Experience February 2008 - February 2010
Job Manager, Sports Ticketing Operations at Brooklyn Nets and Barclays Center
Industry Sports
Experience
Brooklyn Nets January 2014 - Present
Brooklyn Nets April 2012 - December 2013
New York Yankees March 2010 - April 2012
Stifel Financial Corp. February 2008 - February 2010
Americorps NCCC January 2007 - November 2007
Skills
Archtics Ticketing..., TicketMaster Classic, Microsoft Excel, SPSS, Microsoft Office, Ticketmaster, TicketMaster Host, Ticketing, Sports, Ticket Sales, Sales, Sports Management, Management, Sponsorship, Sports Marketing, Customer Service, Event Management, Social Media, Event Planning, Social Media Marketing
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Chaminade High School 1998 — 2002
Brooklyn Nets January 2014 - Present
Brooklyn Nets April 2012 - December 2013
New York Yankees March 2010 - April 2012
Stifel Financial Corp. February 2008 - February 2010
Americorps NCCC January 2007 - November 2007
Skills
Archtics Ticketing..., TicketMaster Classic, Microsoft Excel, SPSS, Microsoft Office, Ticketmaster, TicketMaster Host, Ticketing, Sports, Ticket Sales, Sales, Sports Management, Management, Sponsorship, Sports Marketing, Customer Service, Event Management, Social Media, Event Planning, Social Media Marketing
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Chaminade High School 1998 — 2002
Nicholas DeMaso's Stifel Financial Corp. Experience February 2008 - February 2010
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
BBVA March 2011 - July 2014
Gleacher & Company April 2010 - March 2011
CRT Capital Group January 2010 - April 2010
Stifel Financial Corp. February 2008 - February 2010
Ferris, Baker Watts February 2004 - March 2008
Skills
Structured Finance, Investment Banking, Banking, Derivatives, Corporate Finance, Structured Products, Equities, Capital Markets, Financial Markets, Fixed Income
Education
Roanoke College
Bachelor of Business Administration (B.B.A.)
BBVA March 2011 - July 2014
Gleacher & Company April 2010 - March 2011
CRT Capital Group January 2010 - April 2010
Stifel Financial Corp. February 2008 - February 2010
Ferris, Baker Watts February 2004 - March 2008
Skills
Structured Finance, Investment Banking, Banking, Derivatives, Corporate Finance, Structured Products, Equities, Capital Markets, Financial Markets, Fixed Income
Education
Roanoke College
Bachelor of Business Administration (B.B.A.)
Amanda Schuetz's Stifel Financial Corp. Experience November 2013 - Present
Job Margins Specialist at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. November 2013 - Present
Edward Jones November 2011 - November 2013
U.S. Department of State June 2007 - August 2007
Education
Webster University 2009 — 2010
Master of Arts (M.A.), International Relations and Affairs
Southeast Missouri State University 2004 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Oakville Senior High
Stifel Financial Corp. November 2013 - Present
Edward Jones November 2011 - November 2013
U.S. Department of State June 2007 - August 2007
Education
Webster University 2009 — 2010
Master of Arts (M.A.), International Relations and Affairs
Southeast Missouri State University 2004 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Oakville Senior High
Greg Feldberg's Stifel Financial Corp. Experience August 2007 - Present
Job Associate Vice President / Investments at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2007 - Present
Skills
Investments, Portfolio Management, Financial Analysis
Education
Quincy University 1998 — 2000
Bachelor’s Degree, Finance, General
Stifel Financial Corp. August 2007 - Present
Skills
Investments, Portfolio Management, Financial Analysis
Education
Quincy University 1998 — 2000
Bachelor’s Degree, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS